This year’s tax bill includes what the administration calls “No Tax on Social Security.” It’s not an explicit removal of taxes on Social Security payments, but it does provide an additional deduction for seniors under certain income limits. We explore it here.

One of the signature provisions in the recently passed tax bill is the so-called “no tax on tips and overtime.” While there are some limitations, this change could deliver meaningful benefits for workers who earn much of their income from tips or overtime pay.

The modest 2026 COLA may barely offset rising Medicare premiums. But for those still in the workforce, rising wages are the real story. Let’s take deeper look at what determines your standard of living in retirement—the AWI or the COLA.

One unfortunate drawback of our tech-enabled world is that scams are increasingly common. Seniors are often targeted because they have savings and may hesitate to report fraud. According to the National Council on Aging, here are some of the most common scams targeting retirees today.

Do mortgage rates always go down when the Federal Reserve (the “Fed”) cuts interest rates? And even if mortgage rates decline, should we expect home values to rise as a result? To find out, I spoke with Eric Steuernagle, owner of Fairground Real Estate in Great Barrington (MA) and a housing expert.

As I continue to learn about the impact of AI, I can’t help but think about how best to invest in it. Even when we know a new technology is likely to impact the world, it can be very difficult to identify companies in which to invest.

Momentum surrounds us—in our habits, in sports, and in markets. Sometimes it’s real, sometimes it may just be randomness wearing a convincing disguise. How you feel about momentum might be a key determinant of your investment personality.

It can pay to switch your Medicare Part D plan. These prescription drug plans offered by Medicare can change from year to year, sometimes dramatically. For some retirees, an annual review can mean saving hundreds of dollars in the coming year.

In 2017, I wrote a skeptical article about Bitcoin. As a financial advisor focused on long-term planning, I questioned Bitcoin’s usefulness and worried about its volatility.

Eight years later, I still have reservations, but my thinking has evolved …

Artificial intelligence (AI) is rapidly progressing. Every new technology comes with warnings about jobs being lost, and yet we’ve always found a way to keep creating new jobs. AI has potential for job creation as well as disruption.

Many Massachusetts residents—especially married couples, those who own a home, those with children from multiple relationships, and those with over $2 million in assets—could benefit from a more robust estate plan that includes trusts.