Donna LeValley
- Indexed articles, last 90 days
- 19
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 18, 2026
Latest articles
Social Security Payment Schedule for 2027 (opens the original)
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Understanding when your Social Security benefits will arrive each month is essential for budgeting and financial planning. The Social Security Administration (SSA) operates on a fixed calendar, but certain holidays can shift payment dates. Here, we break down the full 2027 Social Security payment schedule and clarify the key dates based on your birthday and benefit type. Read on to find out exactly when to expect your payments throughout the year, and learn about the important exceptions and rul
10 Things You Should Know About Medicare Part D Plans (opens the original)
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Enrolling in Medicare Part D isn’t a "one-and-done" decision. Leaving your plan on autopilot during open enrollment (October 15-December 7) could cost you hundreds in unexpected premiums and out-of-pocket fees. A different plan might offer a much better deal — especially if you’ve started new medications or your current drugs have transitioned to generic over the past year. Between major legislative redesigns — like the permanent end of the infamous "donut hole" — and routine plan changes, the M
What Kind of Heir Are You? Take Our Quiz to Reveal Your Money Style (opens the original)
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Everyone manages money differently, but most of us fall into predictable patterns when it comes to spending, saving and planning for the future. Understanding your personal financial style isn't just an exercise in self-awareness — it's the key to making smarter decisions, reducing money stress and building a strategy that works for your lifestyle. That's especially true if you're receiving an inheritance and want to manage it responsibly. Are you a financial Fortress Builder, a bon vivant Life
Your 2027 Medicare Open Enrollment Guide: Essential Dates and Notices (opens the original)
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Medicare beneficiaries can expect some important mail beginning in September. The official Medicare notices, plan updates and statements you receive play a critical role in guiding your healthcare decisions. Far from routine "junk mail," these official notices serve as a personal roadmap to evaluate your care and protect your wallet. Each year, the Medicare Open Enrollment Period (also known as the Annual Election Period (AEP)) runs from October 15 to December 7. During this window, you have the
The Retirement Birthday Quiz: Test Your Milestone Knowledge (opens the original)
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Hitting milestone birthdays in your 50s, 60s and 70s brings far more than just celebrations — it unlocks major financial opportunities and introduces strict federal deadlines. From penalty-free 401(k) access at age 59½ to Social Security claiming choices and Medicare enrollment windows, timing your moves correctly is essential to preserving your nest egg Test your knowledge of key birthday milestones to see if your understanding is as solid as it needs to be. Don't worry if you miss an answer; y
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