Diversified Wealth Management

01/23/2026

Nearly six million seniors owe extra Medicare premiums called Irmaa, and these charges are set to rise.

12/08/2025

Good information on protecting your credit.

If you've received notice that your information has been compromised in a data breach, consider freezing your credit right away. Here's how.

10/07/2025

Big changes this year concerning UCare.

Understand Medicare health plan closures and your next steps for 2026.

08/05/2025

https://www.wsj.com/health/healthcare/medicare-part-d-drug-plan-premiums-set-to-rise-16ef919c?st=uCNZkH&reflink=article_copyURL_share

Trump administration aims to soften the blow by negotiating with insurers.

08/05/2025

Big changes coming

Insurers are planning to scale back benefits, trim plans and exit from markets. Investors are cheering.

07/30/2025

More chaos for 2025 annual enrollment

UnitedHealth Group’s massive health insurance business will drop some Medicare Advantage health plans covering more than 600,000 people as it tries to reverse its financial declines. The company’s insurance arm, UnitedHealthcare, is the nation’s largest provider of Medicare Advantage health pl...

07/14/2025

https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:3055704e-88b6-52e4-b87f-99e247356dbe
"One Big Beautiful Bill Act of 2025"
Love it or hate it, here is an abbreviated breakdown.

04/22/2025

https://www.msn.com/en-us/money/retirement/the-social-security-2026-cola-forecast-just-increased-but-there-s-bad-news-for-retirees/ar-AA1Dn2Eh?ocid=BingHp01&cvid=49109864d5044752cced4051ebd21179&ei=103

Millions of retired workers depend on Social Security benefits to make ends meet, and they count on annual cost-of-living adjustments (COLAs) to keep their payments aligned with inflation. Benefits lose purchasing power if those COLAs are too small, in which case Social Security recipients would eff...

11/04/2024

It may be new news or old news, but this is good news.

To change your finances, you’ll first need to change your thinking.

08/29/2024

https://www.kff.org/medicare/issue-brief/changes-to-medicare-part-d-in-2024-and-2025-under-the-inflation-reduction-act-and-how-enrollees-will-benefit/

The Inflation Reduction Act of 2022 includes several provisions to lower prescription drug costs for people with Medicare and reduce drug spending by the federal government, including a number of changes to the Medicare Part D drug benefit. This brief provides an overview of the Part D benefit desig...

08/29/2024

https://www.msn.com/en-us/health/other/biden-cap-on-drug-costs-will-save-us-seniors-over-1000-a-year-study-finds/ar-AA1pASqn?ocid=BingNewsSerp

By Ahmed Aboulenein WASHINGTON (Reuters) - More than 1 million people in the U.S. will save over $1,000 a year beginning in 2025, when an annual $2,000 cap on prescription drug out-of-pocket costs kicks in, the leading lobbying group for older Americans said on Wednesday. The cap, introduced as part...

08/07/2024

A common sense way to deal with Medicare

Comparing health insurance plans doesn't have to be complicated.