Jan 2, 2026
Medicare is not “set it and forget it.” Plans, provider networks, drug formularies, and costs can change each year—sometimes in ways that surprise people after they’ve already scheduled appointments or refilled prescriptions. A quick annual Medicare checkup can help...
Jan 2, 2026
As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a meaningful role. Annuities aren’t for everyone, and they’re not “one-size-fits-all,”...
Dec 31, 2025
By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit of year-end lists, we present the “Best of the 2025 Slott Report.” Here are the retirement account...
Dec 29, 2025
By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it when festive lights get terribly tangled, and he likes it when holiday cards are lost in the mail....
Dec 28, 2025
The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs. Mega-cap Tech assumed its leadership role with the semiconductor sector having relative strength. Nvidia announced a $20 billion deal...
