The Solomon perspective
Practical education for families preparing for retirement, protecting what they have built, and making a plan for the people they love.
Penny’s insights
June 13, 2026
How to Choose the Best Annuity for Lifetime Income: SPIAs vs. Riders (Compared)  If you’re ne…
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April 17, 2026
Why Everyone Is Talking About the New Catch-Up Rules for Ages 60–63 (And Why You Should Too) ![[HERO] Why Everyone Is Talking About the New Catch-Up Rules for Ages 60–63 (And Why You Should Too)](https://cdn.marblism.c…
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April 14, 2026
The $7,000 Trap: Why Leaving Your Job Could Accidentally Trigger a Tax Nightmare ![[HERO] The $7,000 Trap: Why Leaving Your Job Could Accidentally Trigger a Tax Nightmare](https://cdn.marblism.com/tXhTCvBb5Yk.webp) So…
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April 16, 2026
Are You Making These Common RMD Mistakes? The Truth About the New 73 vs. 75 Deadlines ![[HERO] Are You Making These Common RMD Mistakes? The Truth About the New 73 vs. 75 Deadlines](https://cdn.marblism.com/s441zraulym…
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March 22, 2026
How to Create Lifetime Income with an IRA Rollover in 5 Minutes ![[HERO] How to Create Lifetime Income with an IRA Rollover in 5 Minutes](https://cdn.marblism.com/bQZmw2lAk9x.webp) Hey there! If you’ve recently left a…
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March 16, 2026
Leaving Your Job? Here’s How to Take Your 401(k) With You (Stress-Free!) ![[HERO] Leaving Your Job? Here’s How to Take Your 401(k) With You (Stress-Free!)](https://cdn.marblism.com/1tF82xMl-c3.webp) Hey there! If you’…
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June 5, 2026
Looking For the Fastest Way to Roll Over a 401k? Here Are 10 Things You Should Know About the New Direct Transfer Rules ![A high-quality hero image showing a clean, modern desk with a laptop. A digital graphic over the …
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March 28, 2026
Looking for Medicare Enrollment at 65? Here Are 10 Things You Should Know About the Latest Changes ![[HERO] Looking for Medicare Enrollment at 65? Here Are 10 Things You Should Know About the Latest Changes](https://cd…
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June 11, 2026
How to Choose the Best Medicare Plan in 2026 (Supplement vs. Advantage Compared) ![A happy senior couple in their 60s sitting on a white sofa in a bright, sunlit living room, looking relaxed and confident. The color pa…
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April 6, 2026
Is Your Retirement Plan Service-Ready? The 2026 VA Benefit Checkup You Need Now ![[HERO] Is Your Retirement Plan Service-Ready? The 2026 VA Benefit Checkup You Need Now](https://cdn.marblism.com/LazzBgxA31J.webp) If y…
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September 10, 2026
Medicare Annual Enrollment 2026: Your October 15 – December 7 Checklist  Meta desc…
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August 14, 2026
Medicare Supplement vs. Medicare Advantage: Which One Fits Your Retirement Budget?  Meta description: Compare Medi…
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August 7, 2026
401(k) Rollover Options Compared: Is an IRA or an Annuity Right for Your Retirement?  Leaving a job, changing careers, or st…
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August 7, 2026
Market Rollercoaster? Here's How to Protect Your Retirement Savings ![A vault door being unlocked with a golden key shaped like a bill, symbolizing secure access to retirement savings](https://cdn.marblism.com/lWBiAUaO4…
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August 7, 2026
Trusts Aren't Just for the Rich: Why Everyday Families Need Estate Planning ![A family enjoying a peaceful evening together, representing the peace of mind that comes with comprehensive estate planning and financial sec…
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