Stories
The Auditor
He uncapped a blue pen and laid it along the folder's top edge, parallel to nothing in particular. The room filled from the back first, students dropping into s...
Stories
The Long Way
The mug sat wedged in the cupholder, lid cracked along the rim where he'd dropped it in the parking garage that Tuesday. He kept meaning to run it through the d...
Wealth & Insurance
The 529 College Savings Plan Loophole for 2026
Last Tuesday, I sat across from a couple in their late fifties who were worried that the 529 college savings plan loophole for 2026 was the only way to save a b...
Wealth & Insurance
The Math Behind Personal Loans for Debt Consolidation
I sat across from Marcus in a Newark coffee shop while we discussed personal loans for debt consolidation: the math of his current debt. He was staring at a sta...
Stories
Why a Travel Journal Nobody Reads Might Be the Only Honest Thing I've Done
The notebook was green once, but the coffee had turned the cover the color of a dead leaf. I pulled the rubber band off and it snapped against my wrist. Everyon...
Aging Boldly
Social Security Spousal Benefits in 2025: How to Claim Your Share
I am looking at a stack of forms from the Social Security Administration (SSA) right now. My client, a retired machinist from Gary, Indiana named Tom, is sittin...
Aging Boldly
Finding Purpose in the "Third Act": How to Beat Post-Retirement Isolation
You stand in your kitchen on a Tuesday morning, gripping a mug of lukewarm coffee while staring at a calendar that suddenly feels empty. While it is often sold ...
Health & Wellness
Online ADHD Assessments: Legitimate or Cash Grabs?
In-depth industry research into online ADHD assessments reveals a complicated landscape of increased accessibility and significant regulatory concern. Many pati...
Health & Wellness
Understanding Medicare Part D Coverage Gaps and the New 2025 Price Cap
Our health research team spent the last month Understanding Medicare Part D Coverage Gaps at a time when the federal government is rewriting the rules for how y...
Travel & Lifestyle
Medical Tourism: Dental Implants and Surgery Abroad
Last Tuesday, I spoke with a retired teacher who was exploring Medical Tourism: Dental Implants and Surgery Abroad after receiving a local quote that exceeded t...
