James McGlynn CFA, RICP1 day ago3 minDon't Always Delay Spousal Social Security BenefitsI HAD LUNCH RECENTLY with a longtime friend—a 66-year-old retiree. I asked him how he’s generating income since he hasn’t filed for...
James McGlynn CFA, RICPSep 14, 20233 minGetting Ready to File for MedicareI’M 64 AND PREPARING to sign up for Medicare next year. I’ve done extensive research, including earning the Retirement Income Certified...
James McGlynn CFA, RICPJul 4, 20233 minMastering Retirement PlanningRETIREMENT PLANNING is complex because there are so many topics to master. In my chapter for the HumbleDollar book My Money Journey, I...
James McGlynn CFA, RICPJun 8, 20233 minDelaying Medicare Part D- Living Dangerously?FOR MOST SENIORS, purchasing Medicare Part D prescription drug insurance is the right move—even if they don’t require any expensive...