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To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.

Did you know David wrote a Christmas novel? This 2020 book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

Every day, we voters and the government have the chance to free our children from this burden.

With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.

The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.

As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

You may be surprised by the amount of subsidies you can receive.

I share this story here in case others in a similar situation may benefit from seeing this example.

There are at least two reasons why your Social Security benefits are failing to keep up with inflation.

Going forward, the Fidelity HSA® is my primary recommendation for an HSA custodian.

Twelve-month inflation for all items ending in September 2022 has been 8.2%, so it is not surprising that the 2022 contribution limits have seen more increases than normal.

We haven’t seen high interest rates in many years, but high interest rates do not remove the potential benefits of having a mortgage.

In 2019, the SECURE Act changed how inherited RMD rules work. After many IRS notices, we now aren’t sure how the new rules work.

While it is counterintuitive, the lower the market falls, the safer it is to be invested.