Articles by Justin:

Roth IRA Conversion Rules: A Simple Guide

The goal of saving for retirement seems straightforward: Build as big of a nest egg as you can. But as...

Older woman crouching with her dog at the beach.

Will Your Premiums Go Up for Medicare IRMAA in 2026?

An unexpected jump in Medicare premiums can catch retirees by surprise and disrupt their carefully...

Woman meditating on a yoga mat.

The Roth IRA 5-Year Rule: What It Is and How Does It Work?

Your retirement comes together piece by piece to form the life you picture, whether it's enjoying...

Older couple standing together on a beach at sunset, looking out at the ocean and enjoying a peaceful retirement moment.

Is Long-Term Care Tax Deductible?

Over their careers, the Johnsons have frugally saved and meticulously invested to achieve their ideal...

Senior woman looking at caregiver.

Does Medicaid Cover Long-Term Care?

No matter how healthy and active you are today, the reality is that seven out of ten people who reach...

Senior couple receiving long-term care.

When to Sign Up for Medicare If You’re Still Working at 65

Turning 65 is a significant milestone, not just for making another trip around the sun but also for...

Seniors discussing Medicare enrollment options with advisor.

How to Navigate Social Security Survivor Benefits for a Spouse

When a loved one passes away, you may need to take some time to process your emotions and seek solace....

Middle-aged couple embracing in autumn.

The Benefits of Return of Premium for Long-Term Care Insurance

Thanks to advancements in science and technology, Americans are living longer. While this is objectively...

A multigenerational family sits on a couch.

Simple Guide to Inherited IRAs for Spouses and Non-Spouses

Being named as the beneficiary of an individual retirement account (IRA) is a testament to the deep love...

A woman talks on the phone while reviewing documents.

Dealing With Inheritance Tax: How to Maximize Your Legacy for Beneficiaries

Wanting what's best for your loved ones is natural, and leaving an inheritance can demonstrate your...

A multigenerational family.