Retirement

The IRS is mailing compliance letters, known as CP59 notices, “on more than 125,000 cases where tax returns haven’t been filed since 2017.” According to the IRS, the mailings are being sent to more than 25,000 people who have more than $1 million in income between tax years 2017 and 2021, and to more than

Some think of the generation of Baby Boomers (78 million people were born into this category) as being healthy and independent. But is this accurate? Are Boomers more healthy or less so than their parents’ generation? And how do these facts affect the Boomers’ adult children, and even grandchildren? According to the Journal of the

It’s been a few years since I’ve gotten any questions about Medigap Plan F. Then, last month, that seemed to be the topic. Consider this recent question from Dennis. I am 71 years old and finally retiring. I talked with my agent about signing up for a Plan F. I think that’s the best one

Behavior, attitude, technique. If you think about these three components in any pursuit, which is the most important? For example, let’s say you resolve to get more physically active. What is the order of priority when considering your behavior, your attitude, and your technique? Most of us respond initially with attitude. I mean, surely having

The Inflation Reduction Act of 2022 provides substantial tax breaks for homeowners who navigate the rules. Most of the breaks started in late 2023 or early 2024 and last through 2032. The tax breaks are designed to encourage people to make their homes more energy efficient and reduce use of fossil fuels. Most of the