Special Enrollment Period: Life Events That Trigger One
Medicare gives you exactly three doors into coverage: turning 65, the fall Annual Enrollment Period, and a Special Enrollment Period.
Medicare
Pension & Retirement
How Inflation Erodes a Fixed Pension Over Time
A fixed pension pays you the same dollar amount every month for the rest of your life, and that is
Personal Finance
Renting vs Buying: The Real Math for Right Now
Renting vs buying is not a question of which one is smarter in general. It is a question of which
Tax
State Income Tax vs Federal: The Basics Explained
State income tax and federal income tax are calculated completely separately, use different brackets, and in nine states, one of
Banking
Why Mortgage Bank Statements Matter So Much
Mortgage bank statements give an underwriter a window into your real financial behavior, not just your credit score. Pay stubs
Medicare
Medicare Long-Term Care: What’s Covered vs. What Isn’t
Medicare long-term care coverage is one of the most misunderstood parts of the entire program. Many people assume Medicare will
Pension & Retirement
What Happens to Your 401(k) When You Change Jobs
Your 401(k) when you change jobs doesn’t disappear, but it also doesn’t just take care of itself. What happens to
Personal Finance
How to Set Financial Goals That Survive a Bad Month
Most financial goals aren’t built to survive a bad month, which is exactly why so many people abandon them by
Tax
What an IRS Notice Actually Means (and Which Ones Aren’t Scary)
Finding an IRS notice in your mailbox can make your stomach drop before you’ve even opened the envelope. But most
Banking
Cashier’s Check vs Money Order (and When to Use a Wire Transfer Instead)
Cashier’s check vs money order: it sounds like a small decision, but picking the wrong one can cost you extra