LBA Newsletter Articles
A Great Retirement Planning Resource
2026 Newsletters
Quarter 1
This Issue's Focus Question: "Are the choices I’m making today helping me reach the retirement I want—no matter what happens with the economy, taxes, healthcare costs, or even who ends up in the White House?"
2025 Newsletters
Quarter 1
Social Security 101: What do I need to know about Social Security to plan for retirement with confidence?
Quarter 2
This Issue’s Focus Question: What is an Annuity, and Why Should You Care?
Introducing your personal Passport to Retirement. Download included.
Quarter 4
More than ever, upcoming Medicare changes should not be ignored.
2024 Newsletters
"Sequence of Returns" - What Does it Mean, Why Does it Matter?
The Senior Citizens Tax Elimination Act
Required Minimum Distributions (RMDs) - Guidelines and Strategies
Your Medicare Selection Is THAT Important
Underestimating Healthcare Costs: A Common Oversight for American Retirees
Understanding Pharmacy Discount Cards: Benefits and Limitations
Is Inflation Coming Down? Understanding the Trends and Benefit
Quarter 4
“How can I be sure that I am taking the right step to achieve the retirement I’ve dreamed of?”
2023 Newsletters
What's the Deal with Online Pharmacies?
Long-Term Care - Addressing the "What-If's" of Retirement
Bull Versus Bear: Why should You Care
Navigating the Health Care System: Tips for Seniors
Importing Prescription Drugs: A Politically Complex Cost Solution
Annuities May Be the Fit You Were Looking For
Are You Paying Too Much for Medicare Part B?
Specialty Drugs Are Expensive: How Will Your Medicare Plan Cover Them?
"Fixing Social Security" The 10 Year Window Is Critical
Quarter 4
“Tis The Season” No Not Christmas...It’s Medicare Open Enrollment Season
Planning for Retirement is Just Smart
2022 Newsletters
Quarter 1
Medicare Open Enrollment, Rules with Exceptions!
Uncle Sam Giveth and Taketh Away
Age-Appropriate Investing: Revisited
In the World of Medicare, not all Plans get 5 Stars
The Great Unretirement: Resetting Alarm Clocks across America?
Medicare Open Enrollment Season is around the Corner
Social Securit Not Keeping Up with Inflation Despite COLAs
