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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

So, you’re leaving your job or finally hanging up the "closed" sign on your career. First of all, congratulations! That’s a huge milestone. But right behind the excitement of retirement comes a big, blinking question mark: What do I do with my 401(k)? Most people automatically think of the Traditional IRA rollover. It’s the "standard" move. But lately, more and more people are asking if an annuity might actually be the better play. Can an annuity "outperform" a DIY IRA? The a

You finally did it. You handed in your notice, cleared out your desk, said your awkward goodbyes, and walked out those doors for the last time. Whether you’re heading to a better opportunity or finally hanging up the work boots for retirement, it’s an exciting time. But there’s one thing you probably left behind: your 401k. If you’re like most people, your old HR department didn’t exactly chase you down the hallway screaming, "Wait! Don't forget to take your retirement saving

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

Turning 65 is one of those big life milestones. It’s the age where the "retirement" talk starts to get very real, and your mailbox suddenly fills up with more colorful brochures than you’ll ever know what to do with. Most of those brochures are about Medicare. While it’s exciting to think about finally having your healthcare sorted, Medicare is: to put it mildly: a bit of a maze. At Solomon Estate and Wealth Planning, we see folks all the time who are brilliant at managing th

Hey there! If you’re approaching 65 or looking at your retirement options for 2026, you’ve probably noticed that the Medicare landscape is shifting, especially when it comes to the pharmacy counter. At Solomon Estate and Wealth Planning, we spend a lot of time helping folks transition from their working years into a comfortable retirement. Whether that’s through 401(k) Rollover Guidance or finding the right Medicare fit, the goal is always the same: keeping your hard-earned m

It is May 2026, and by now, you’ve had a few months to see the actual impact of the Social Security Cost-of-Living Adjustment (COLA) on your bank account. If you’re like many of the folks we talk to here at Solomon Estate and Wealth Planning, you might be feeling a little underwhelmed. While the 2.8% raise announced for this year sounded like a win on paper, the reality is often a bit more complicated. For many retirees, the extra cash in their check is being quickly swallowe

Happy May, everyone! It’s Angelique Solomon here. Can you believe we’re already five months into 2026? The flowers are in full bloom, the days are getting longer, and there’s a sense of renewal in the air. This month, I wanted to take a moment to chat with you about something I’m calling "Wealth & Wellness." At Solomon Estate and Wealth Planning, we’ve always believed that financial health and physical health are two sides of the same coin. You work hard to build a nest egg s

If you’ve been keeping an eye on your retirement accounts lately, you’ve probably noticed that things are changing, and fast. Between fluctuating markets and new legislation, staying on top of your nest egg can feel like a full-time job. Here at Solomon Estate and Wealth Planning, we get it. Retirement planning shouldn’t feel like a chore, but it does require knowing the play-by-play. As of May 2026, the IRS has released several key updates and notices that specifically targe

If you’re approaching your 65th birthday, your mailbox is probably already overflowing with colorful flyers and "urgent" notices about Medicare. It can feel a bit like being back in high school trying to choose which lunch table to sit at, everyone seems to have an opinion, but you just want to make sure you don’t end up eating alone with a plan that doesn't cover your needs. At Solomon Estate and Wealth Planning, we talk to folks every day who are feeling the pressure of Med

Leaving a job or getting ready to retire comes with a long to-do list. Somewhere between updating your résumé, cleaning out your desk, and figuring out what retirement will actually look like, there’s one money decision that can have a big impact on your future: what to do with your 401(k). A lot of people assume they can just “move it later” and everything will work itself out. Unfortunately, that’s how expensive mistakes happen. The good news? A little guidance can help you

Hey there! If you’ve been keeping an eye on your retirement accounts lately, you probably noticed that things look a little different as we move through 2026. The IRS has dropped the new contribution limits, and while a few extra dollars in your account sounds like a small win, these changes actually have a massive ripple effect on how you should handle a 401k rollover to ira. At Solomon Estate and Wealth Planning, we’re all about making sure your hard-earned money works as h

Turning 65 in 2026 is a huge milestone. It’s the year of "official" retirement for many, the year you might finally trade the office chair for a lawn chair, and the year you get to navigate the wonderful world of Medicare. Now, I know what you’re thinking: "Medicare? That sounds like a lot of paperwork and a whole lot of confusion." You aren't wrong! Medicare is notorious for its "alphabet soup" of Parts A, B, C, and D, and the rules seem to change just when you think you’ve

So, you’ve finally done it. Maybe you’ve just handed in your notice, or perhaps you’ve received that official "job separation" letter. First of all, congratulations! Whether you're retiring for good or just moving on to a new chapter, this is a huge milestone. But once the initial excitement (and maybe a little bit of stress) settles, a big question starts looming over your head: What on earth am I supposed to do with my 401(k)? If you’re like most people, that 401(k) is prob

Leaving a job is a huge milestone. Whether you’ve finally decided to pull the trigger on retirement, or you’re moving on to a exciting new chapter in your career, there is a lot on your plate. You’re likely thinking about your final paycheck, saying goodbye to colleagues, and maybe even a celebratory vacation. But there’s one thing that often sits on the back burner until the last minute: your 401(k). At Solomon Estate and Wealth Planning, we see it all the time. People work

Happy 65th birthday! Or, if you’re staring down the barrel of that milestone soon, welcome to the club. This is a huge moment, a time for celebration, a bit of reflection, and, let’s be honest, a whole lot of paperwork. Between the stacks of Medicare flyers clogging up your mailbox and the "Happy Retirement" cards, there’s one big question that usually keeps people up at night: What on earth do I do with my 401(k)? At Solomon Estate and Wealth Planning, we see this every day.

Happy early (or current) birthday! If you’re blowing out 65 candles this year, you’re hitting one of the biggest milestones in the American financial journey. For most people, turning 65 is the "official" entry into the world of Medicare and the season where retirement planning transitions from "someday" to "right now." At Solomon Estate and Wealth Planning, we see this stage of life as an exciting new chapter, but we also know it can feel a little like trying to read a map i

Hey there! It’s Angelique from Solomon Estate and Wealth Planning. If you’ve been keeping an eye on your retirement accounts lately, you’ve probably noticed that things are looking a little different this year. It’s April 2026, and the big changes we’ve been hearing about for the last couple of years, thanks to the SECURE 2.0 Act, are officially in full swing. Specifically, everyone is talking about the "Roth-ification" of catch-up contributions. If you’re over 50 and making

Turning 65 is usually a time for celebration: maybe a few more candles on the cake and the exciting realization that retirement is either here or just around the corner. But for many, that 65th birthday also brings a giant stack of mail and a whole lot of confusion regarding Medicare. At Solomon Estate and Wealth Planning, we see it all the time. People spend decades saving for retirement, only to have their health care costs spiral out of control because of a simple mistake

It’s April 2026, and if you’ve been checking your retirement statements lately, you might have noticed things look a little different. For years, the Roth 401(k) was the "younger sibling" to the Roth IRA, it had some great tax perks, but it always felt a bit more restrictive. You had to deal with Required Minimum Distributions (RMDs), and the rules for moving your money around were, frankly, a bit of a headache. Well, the landscape has officially shifted. Thanks to the full i