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The Solomon perspective

Clear thinking for important financial decisions.

Practical education for families preparing for retirement, protecting what they have built, and making a plan for the people they love.

Penny’s insights

August 15, 2026

Medicare Supplement vs. Medicare Advantage: Which One Fits Your Retirement Budget?

Medicare Supplement vs. Medicare Advantage: Which One Fits Your Retirement Budget? ![Retired couple comparing Medicare coverage options at home](https://cdn.marblism.com/vH8zBVWTzqW.webp) Meta description: Compare Medi…

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Penny’s insights

August 7, 2026

401(k) Rollover Options Compared: Is an IRA or an Annuity Right for Your Retirement?

401(k) Rollover Options Compared: Is an IRA or an Annuity Right for Your Retirement? ![401(k) Rollover Options Compared: IRA vs Annuity](https://cdn.marblism.com/8Do4frmC8jD.webp) Leaving a job, changing careers, or st…

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Penny’s insights

August 7, 2026

Market Rollercoaster? Here's How to Protect Your Retirement Savings

Market Rollercoaster? Here's How to Protect Your Retirement Savings ![A vault door being unlocked with a golden key shaped like a bill, symbolizing secure access to retirement savings](https://cdn.marblism.com/lWBiAUaO4…

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Penny’s insights

August 7, 2026

Trusts Aren't Just for the Rich: Why Everyday Families Need Estate Planning

Trusts Aren't Just for the Rich: Why Everyday Families Need Estate Planning ![A family enjoying a peaceful evening together, representing the peace of mind that comes with comprehensive estate planning and financial sec…

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