Retirement Articles
Articles, guides and FAQs on retirement strategies, financinal news and trends to enjoy your retirement
Whether you’re retired or still working, here are 5 must-know tax tips for seniors: 5. Utilize the 1040-SR Tax Form Traditional tax forms use tiny print that’s a strain on the eyes. Fortunately, people over 65 can take advantage of a new tax filing form that’s much easier to read. This two-page form is called…
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Get out your party hats! Baby Boomer Recognition Day is August 17th. This event is an opportunity to celebrate a generation of people worthy of being honored. Baby Boomers, or colloquially ‘boomers,’ have witnessed massive events globally and have had a tremendous influence on the world. In the spirit of recognizing these folks, let’s peruse…
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How do you define “adventure”? Many people think adventures must be heart-pounding extreme experiences, like skiing, skydiving, or rock climbing. But at United Medicare Advisors, we think that “adventure” can be anything out of your ordinary day-to-day life. Trying a new cuisine is an adventure. Visiting a new park is an adventure. Even taking the…
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Aegon and the Transamerica Institute® sponsored a survey that aims to understand how people are preparing for retirement, especially after the COVID-19 pandemic altered so many peoples’ plans. As part of their report, they shared what they call the 5 Fundamentals of Retirement Readiness. These five tips provide a solid foundation for retirement planning, and…
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Medicare was signed into law in 1965, but it took many years and many presidents’ work to make it happen. Let’s take a look at all the Commanders in Chief who helped build the program through proposals and legislation over the years, according to the Centers for Medicare and Medicaid Services (CMS). President Theodore Roosevelt…
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You might think that Valentine’s Day is reserved for couples and kids, but you’d be wrong! There are plenty of things you can do to celebrate (or avoid) the day. Retirees, especially, have extra time to do as they please. Spread the love to your partner, friends, family, or simply yourself! About Valentine’s Day Saint…
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Many people spend years working hard and planning for their ideal retirement activities, whether it’ll include traveling, gardening, reading books, knitting, socializing, exercising, or something else. While most people plan for the financial elements of post-retirement life, they often overlook the psychological elements. A sudden change in a long-followed routine can be overwhelming for many…
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In 2022, Social Security benefits see an increase of 5.9% (the largest since 1983) thanks to the cost of living adjustment, or COLA. 25% of Americans increased their financial savings as a result of the COVID-19 pandemic. The average retirement age in the U.S. is 66.85. The retirement age is lowest in Alaska and West…
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Are you retired and living on a fixed budget? The holidays can stretch finances to the max. While you may feel tempted to overspend on that bright shiny toy for your grandchild, there are plenty of budget-friendly holiday gifts you can give to ensure you don’t go in the red (unless you’re actually wearing red).…
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It’s that time of year again! As the weather gets colder, TV commercials start advertising the same thing: Holiday Season! Many people are lucky to have extra family time in November and December. Looking for some inexpensive holiday activities for the whole family? Here are some ideas! Pass down family recipes Build your own decorations…
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