If you’ve turned on the news lately: or just chatted with friends over coffee: you’ve likely heard the buzz about "miracle" weight-loss drugs. For years, these medications were the "forbidden fruit" of Medicare; unless you had Type 2 diabetes, you were often stuck paying thousands out of pocket. But hold onto your sun hats, because the landscape is shifting. As of July 1, 2026, the Medicare GLP-1 Bridge program is officially launching. It’s a massive win for seniors, and if y

Hey there! If you’re nearing 65 or already navigating the world of Medicare in 2026, you’ve probably realized that retirement isn’t just about picking a beach and a hobby. It’s about managing the "moving parts" of your finances. One of the biggest "gotchas" in retirement planning is something called IRMAA. It sounds like a long-lost aunt, but it’s actually a surcharge that can make your Medicare premiums skyrocket. And here’s the kicker: a move you make with your 401(k) today

Changing jobs is a big deal. Whether you’re moving up the corporate ladder, switching industries, or finally taking that leap into retirement, there is a lot on your plate. Between the exit interviews and the new-hire paperwork, it’s incredibly easy to push your old retirement account to the back burner. But here’s the thing: your 401(k) is likely one of your largest financial assets. Leaving it behind or handling it poorly can cost you thousands in taxes, penalties, and lost

If you’re blowing out 65 candles on your birthday cake this year, congratulations! You’ve reached a major milestone. But alongside the celebration usually comes a mailbox overflowing with glossy brochures, each one promising "free" healthcare, $0 premiums, and enough extra perks to make your head spin. At Solomon Estate and Wealth Planning, I see it all the time. People get so excited about the idea of a $0 premium that they sign on the dotted line without realizing what they

So, you’ve decided to move on from your current job, or maybe you're finally seeing retirement on the horizon. First of all, congratulations! That is a huge milestone. But after the initial excitement of "no more Monday morning meetings" wears off, a big question usually pops up: What on earth do I do with my 401(k)? Leaving your money in an old employer’s plan is rarely the best move. Usually, people look at two main paths: rolling that money into an Individual Retirement Ac