No fun: A vacation-home sale can raise Medicare premiums
A one-time income hike triggers a temporary high-income surcharge
Her Voice Matters
Inspiring financial literacy, Carrie Schwab-Pomerantz follows her father's footsteps to bring investing to the masses.
Social Security phone scams on the rise
Tax season is a lucrative time for ID thieves
It’s do-over season for Medicare Advantage plans
Members can switch health and drug plans during the annual open enrollment, which runs through March
What’s new for Social Security in 2020?
The changes include higher payroll taxes, larger benefits and a promise of improved customer service
How proposals to tax more wages could boost Social Security benefits — or not
One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.
Medicare and health savings accounts don’t mix
Unwary older workers can face tax penalties for funding an HSA after 65.
Social Security’s outdated rules
Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.
Timing is crucial for Social Security earnings test
Higher limits apply in the year a worker reaches full retirement age.
An adviser’s journey to happiness
Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'.