As a $5 Trillion Generational Handoff Begins, Buyers Can Afford to Be Picky. Here’s What They’ll Pay More For.

Medicare Agent

Why your Medicare premium might jump and what you can do about it

Medicare recipients can find themselves in a Social Security/Medicare loop that causes their Medicare premiums to increase due to a one-time influx of cash, such as selling a home. This is called an IRMAA or “Income-related monthly adjustment amount,” which is based on your income two years previously and can significantly raise premiums for Medicare’s Part B, which covers doctors’ visits, and Part D, which

October 12, 2026

A visible, transferable culture can reduce buyer risk, command a premium and position companies to thrive beyond the founder.

October 11, 2026

9 Ways To Stack Your Positivity Deck Against Career Setbacks In 2027

An positive outlook is hard to maintain in a turbulent job market, but stockpiling these nine actions now can help you face 2027’s uncertainty with greater confidence.

October 10, 2026

Longer Lives Are Raising a Tough Retirement Question: Will Your Money Last?

Life expectancies are rising, which can mean more years to enjoy retirement.1 But a longer life also means needing your savings to last longer.

October 9, 2026

Medicare Agent

HHS makes ownership data for all Medicare-certified hospitals publicly available

The Department of Health and Human Services released on the Centers for Medicare & Medicaid Services website detailed information on the ownership of more than 7,000 hospitals certified to participate in the Medicare program. The data elements include: * Enrollment information such as organization name, type, practice location addresses (e.g., off campus), National Provider Identifier (NPI), CMS Certification Number (CCN); * Detailed information about each

October 9, 2026

AI Is Creating a New Worry for America: Saving for Retirement

Artificial intelligence is reshaping the workplace and, according to a new survey from the TIAA, adding another layer to Americans’ retirement worries.

October 8, 2026

The Document Most Family Offices Are Missing

We explore what a family constitution is, what it typically covers, and how families can build one that genuinely shapes the way they operate for generations to come.

October 7, 2026

Medicare Agent

Medicare and home health care – defining the care Medicare buys

Medicare home health care covers skilled services for homebound beneficiaries who need part-time or intermittent care. To qualify, you must be confined to your home, meaning leaving requires considerable effort or assistance. Your doctor must certify that you need skilled nursing care, physical therapy, occupational therapy, or speech therapy, and must establish a care plan that’s reviewed every 60 days. Medicare pays for these services

October 7, 2026

How To Lighten Your U.S. Property Tax Burden In Retirement

Moving overseas is one solution to the growing disadvantage of U.S. property taxes. Here are four countries with lower real estate prices and property tax rates.

October 6, 2026

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As a $5 Trillion Generational Handoff Begins, Buyers Can Afford to Be Picky. Here’s What They’ll Pay More For.

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Medicare News

Why your Medicare premium might jump and what you can do about it

As a $5 Trillion Generational Handoff Begins, Buyers Can Afford to Be Picky. Here’s What They’ll Pay More For.

9 Ways To Stack Your Positivity Deck Against Career Setbacks In 2027

Longer Lives Are Raising a Tough Retirement Question: Will Your Money Last?

HHS makes ownership data for all Medicare-certified hospitals publicly available

AI Is Creating a New Worry for America: Saving for Retirement

The Document Most Family Offices Are Missing

Medicare and home health care – defining the care Medicare buys

How To Lighten Your U.S. Property Tax Burden In Retirement

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