Feb 16, 2025
-Darren Leavitt, CFA Despite all of the uncertainties within the investment landscape, global markets were able to post nice gains last week. Fourth-quarter earnings continued to roll in with notable results from Coca-Cola, McDonald’s, Roku, Cisco Systems,...
Feb 14, 2025
Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience and reduce costs. 2025 is set to be a pivotal year for Medicare plans nationwide. As the market...
Feb 13, 2025
Inflation, uncertain markets and a limited Social Security COLA are among the financial hurdles for retirees in 2025. Key Takeaways High interest rates may complicate investment decisions for retirees. Social Security recipients are getting a 2.5% raise, which may lag...
Feb 13, 2025
By Sarah Brenner, JD Director of Retirement Education Question: I just inherited an IRA from my sister. She died at age 74 and I am age 78. Am I required to use the 10-year rule, or can I stretch distributions from the inherited account over my life expectancy? I am...
Feb 12, 2025
By Andy Ives, CFP®, AIF® IRA Analyst On January 21, Ichiro Suzuki was elected to Major League Baseball’s Hall of Fame by the Baseball Writers Association of America. It takes 75% of the writer’s support to gain entry, and Ichiro was chosen on 393 out of 394 ballots....
