The Margin delivers timely updates to help successful professionals make smart decisions about retirement.

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Creating Latitude
For Tomorrow.

🏔️ Your weekly guide to smarter financial planning.

By subscribing, you accept our Terms of Use & Privacy Policy.

The Tax Window You May Not Get Twice

Aug 31, 2026

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11 min read

The Tax Window You May Not Get Twice

Why the final four months of the year may contain opportunities that disappear on December 31st.

Your Social Security Check May Be Going Up, But Are You Actually Getting A Raise?

Aug 19, 2026

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10 min read

Your Social Security Check May Be Going Up, But Are You Actually Getting A Raise?

Why the 2027 COLA conversation is really a lesson about purchasing power.

The Later Expense of Early Financial Success

Aug 6, 2026

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9 min read

The Later Expense of Early Financial Success

How crossing an income threshold can quietly increase taxes, Medicare premiums and quietly reduce retirement income.

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Your Retirement, Reaching New Heights.

🏔️ Your daily guide to smarter financial planning.

By subscribing, you accept our Terms of Use & Privacy Policy.

The Quiet Takeover

Jul 30, 2026

•

6 min read

The Quiet Takeover

Behind many familiar medical practices is a new type of owner. Here's why it matters for physicians, patients and retirement planning.

The Great Healthcare Payment Reshuffling

Jul 28, 2026

•

6 min read

The Great Healthcare Payment Reshuffling

Why One Medicare Proposal Could Change the Way America Practices Medicine

Featured Articles

The Later Expense of Early Financial Success

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Aug 6, 2026

The Later Expense of Early Financial Success

How crossing an income threshold can quietly increase taxes, Medicare premiums and quietly reduce retirement income.

Medicare is Changing in 2027

/

Jul 21, 2026

Medicare is Changing in 2027

Here’s How It Affects You and What to Expect

Social Security Decreases in the Future?

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Jun 30, 2026

Social Security Decreases in the Future?

If No Action by Congress, This Could Happen in 2033.

Archive

The Tax Window You May Not Get Twice

Aug 31, 2026

•

11 min read

The Tax Window You May Not Get Twice

Why the final four months of the year may contain opportunities that disappear on December 31st.

Your Social Security Check May Be Going Up, But Are You Actually Getting A Raise?

Aug 19, 2026

•

10 min read

Your Social Security Check May Be Going Up, But Are You Actually Getting A Raise?

Why the 2027 COLA conversation is really a lesson about purchasing power.

The Later Expense of Early Financial Success

Aug 6, 2026

•

9 min read

The Later Expense of Early Financial Success

How crossing an income threshold can quietly increase taxes, Medicare premiums and quietly reduce retirement income.

The Quiet Takeover

Jul 30, 2026

•

6 min read

The Quiet Takeover

Behind many familiar medical practices is a new type of owner. Here's why it matters for physicians, patients and retirement planning.

The Great Healthcare Payment Reshuffling

Jul 28, 2026

•

6 min read

The Great Healthcare Payment Reshuffling

Why One Medicare Proposal Could Change the Way America Practices Medicine

Medicare is Changing in 2027

Jul 21, 2026

•

15 min read

Medicare is Changing in 2027

Here’s How It Affects You and What to Expect

Is "Working Longer" Becoming America's New Retirement Plan?

Jul 15, 2026

•

4 min read

Is "Working Longer" Becoming America's New Retirement Plan?

Many Americans are feeling the weight of inflation and increased healthcare costs at retirement age.

The OBBBA is Law: Here’s How It Affects You and Your Retirement Plan

Jul 10, 2026

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5 min read

The OBBBA is Law: Here’s How It Affects You and Your Retirement Plan

New legislation created enhanced planning opportunities. Should your retirement plan evolve with the new legislation?

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The Margin is a publication created by President and Founder of Knelson Advisory Solutions, Danny Knelson. The Margin exists to look further and dig deeper into current economic, industry and governmental policy changes that affect healthcare, financial and business operations, and how these forces connect to create change in people’s lives and affect their decisions surrounding healthcare, retirement, tax and estate planning. The “margin” isn’t just the edge of a page. It’s the space where the overlooked details, unintended consequences and strategic opportunities live.