All stories
Every article, grouped by section. Older pieces are in the Archive, still worth reading.
Life Insurance
Section page
How to File a Life Insurance Claim: Take a Number, Bring a Death Certificate, and Make the Insurer Pay Interest for Dawdling
How Much Life Insurance Do You Need? More Than Your Funeral, Less Than Your Lottery Fantasy
10, 20 or 30 Years: Picking a Term Length Is Basically Predicting When Your Kids Stop Eating Your Food
Your Dog Can't Cash a Check: Life Insurance and Annuities for Pet Owners
No-Exam Life Insurance: You Skip the Needle, They Skip the Discount
Term Life After 60: Insurers Price You Like a Used Car (and They Just Checked Your Odometer)
AD&D vs. Life Insurance: The Policy That Pays If You Die Dramatically (But Not If You Die Normally)
Life Insurance With an ITIN: Your Questions, Your Worries and Your Options, Explained Plainly
IUL Myths vs. Facts: Cost, Commissions, Funding and Risk, Explained in Plain English
Can a Minor Child Be a Life Insurance Beneficiary? Yes, But Insurers Won't Hand the Check to a 9-Year-Old (No Matter How Mature She Is)
Guaranteed Issue vs Simplified Issue Final Expense Insurance: The 2-Year Waiting Period They Mumble During the Commercial
Why Your Business Needs Life Insurance (And No, It's Not What You Think)
Group Life Insurance: Why Your Employee Benefits Shouldn't Be Your Family's Only Plan
Long-Term Care Riders: The ‘I’d Rather Not Live With My Kids’ option
Chronic Illness Riders: For When Life Becomes a Marathon, Not a Sprint
Terminal Illness Riders: Because The Last Thing You Need Is Money Stress
Critical Illness Riders: Getting Paid While Still Breathing
Whole Life Insurance: 2025 Guide to Coverage That Never Breaks Up With You
What is Term Life Insurance? The 'Until Death or Time's Up' Guide
Why Life Insurance Claims Get Denied—and What You Can Do
Are Life Insurance Proceeds Taxable: Understanding the Tax implications.
Retirement
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401(k) Rollovers Explained: Direct vs. Indirect, the 60-Day Clock and the 20% Toll Booth Nobody Mentioned at Your Exit Interview
Annuity Surrender Charges, Explained: The Gym-Membership Cancellation Fee of Retirement Money (Now With Math)
Medigap vs Medicare Advantage: Pay Now or Pay Later, Pick Your Pain (and Pick Carefully, Because U-Turns Cost Extra)
Medigap Plan G: The Letter Retirees Gush About Like a Celebrity Crush (and the One Bill It Still Hands You)
Uncle Sam's Year-End Retirement Calendar: 2026 401(k), IRA, Catch-Up and RMD Deadlines Before the Ball Drops
Breaking Up With Medicare Advantage? Medigap Doesn’t Have to Take You Back (Read the Fine Print Before Dec. 7)
The Medicare Letter You’re Tempted to Toss: Your 2027 Annual Notice of Change, Decoded
The Ultimate Guide to Not Blowing Your Inheritance: Combining Annuities and Spendthrift Trusts Like a Financial Ninja
Annuities: Your Financial Security Blanket (Without the Moth Holes)
Taxes
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Missed Open Enrollment? ACA Special Enrollment Periods Are the Health Insurance Side Door, and in 2027 the Bouncer Wants to See Your Paperwork
HSA Contribution Limits 2026: Uncle Sam Built You a Medical Vault — Here's How Much Fits (Plus the 2027 Upgrade)
Bronze, Silver, Gold or Platinum? Picking an ACA Health Plan Is the Only Medal Ceremony Where You Pay for the Medal
The Subsidy Cliff Is Back (and It Didn’t Even Send a Postcard): Your ACA Open Enrollment 2027 Survival Guide
HSA vs FSA in 2026: The Alphabet Soup Your Benefits Packet Forgot to Translate
26 Financial Terms Explained: Your No-Nonsense Guide to Money Matters
Estate Planning
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When Death Do Us Part Meets Debt Do Us Start: A Guide to Not Inheriting Your Spouse's Financial Baggage
Why You Need to Name Beneficiaries (Unless You Love Family Drama)
Money News
Section page
Your Kid May Already Have a Trump Account. It's Waiting at Baggage Claim.
Some States Are Patching the ACA Subsidy Gap for 2027. Here's Who's Holding the Needle.
Proposed Rule: Marketplace Subsidies Would Wait for a Front-End Check Starting in 2028
Part D Premiums for 2027: The $51 Average That Only Happens If You Don't Shop
Open Enrollment Ads Just Got a Hall Monitor: The FTC Warns 25 Health Plan Marketers
Social Security's 3.6% Raise for 2027: Your Notice Is on the Way, and November 18 Is the Date to Know
More Employers Are Dropping GLP-1 Weight-Loss Coverage for 2027. Here's What's Replacing It.
Archive
Older pieces, still worth reading.
Death, Taxes, and Rachel Reeves: A Love Story
Blue Cross Blue Shield Michigan Announces Employee Buyouts Amid Soaring Healthcare Costs | Insurance Industry News 2025
Los Angeles Battles Most Destructive Fires in City's History
Life Insurance Options for Service Members: The Full Scoop
¡Ponte las Pilas: Life Insurance and Living Benefits in the Hispanic Community
Pro Athletes and Life Insurance: Because Sports Cars Don't Count as Retirement Plans
The Dark Side of Sweet Deals: How PayPal's Honey Is Secretly Stinging Everyone
Make Your Accountant laugh
401(k)s and Taxes: It's Complicated (But We'll Make It Simple)
How to Make the IRS Hate You Less
A Prudent Person Foresees Danger: Modern Funeral Costs & Church Communities
Faith & Financial Planning: Securing Your Family's Future While Supporting Your Church
Tax Deductions That Sound Fake But Aren't: A Guide to Uncle Sam's Weirdest Write-Offs
CD Maturing Soon? Time to Rethink Your Next Move!
House Gives Its Nod: Could Your Social Security Checks Finally Get a Boost?
The Side Hustler's Guide to Tax Deductions: Because Uncle Sam Already Takes Enough of Your Money
So You're Getting Married? Let's Talk About That Thing More Awkward Than Your In-Laws: Money
Uncle Sam's Annual Retirement Account Shakedown: Your 2024 into 2025 RMD Guide
IRS Issues a Subtle ‘Don’t-Forget-Or-Else’ Reminder to Retirees
SECURE 2.0: The 401(k) Rule Changes That’ll (Finally) Let You Save Like You Mean It
Georgia Funeral Home Scandal: Another Arrest in Decomposing Bodies Case
Life Insurance Says No? Here’s How to Outwit the System
The Ultimate Guide to Nontaxable Income: 12 Examples That Keep Uncle Sam at Bay
Andre Rebelo Murder Trial: Influencer's Partner Accused of Insurance Fraud and Matricide
12 Savvy Ways to BEAT Estate Taxes (Wealthy people approved)
