The Simply Retirement Articles and Blog Posts

Facing the Loss of a Spouse Is Overwhelming. This Free Guide Can Help You Take the Next Steps.

This quick reference guide provides concise, objective, and easy-to-understand information about Medicare and its many complexities. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources to make healthcare planning more efficient and effective.

Our annually updated Social Security Quick Reference Guide contains lots of hand facts and figures in an easy-to-read format. Information includes cost of living adjustments, a breakdown of actuarial reduction, Medicare premiums, and more.

There are lots of important numbers that you need to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it.

With this summary guide, you can quickly navigate the upcoming tax changes that will take place at the end of 2025 and start having conversations with your tax advisor or financial advisor about how your tax planning needs might change. This summary guide covers some key comparisons of the TCJA and Post-TCJA tax numbers, such as:

There are a lot of rules to remember about who signs up for Medicare and when. Use our easy-to-use guide to help you better understand the Medicare enrollment process.