Featured Blog
HSA and Medicare Premiums – How to Best Use Your HSA After Age 65
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life. In fact, since medical expenses are one of the largest expenses
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How to Do Your Annual Medicare Part D Review
Between October 15th through December 7th , you are able to change your Medicare Part D plan. While your Medicare supplemental plans will likely remain unchanged for most of your
How To Invest With Inflation in Mind [Webinar Replay]
This is a recording of a webinar we gave to clients in June of 2021 on the topic of rising inflation, and how inflation impacts the stock market, your investments
Appealing Medicare IRMAA Surcharge
Successfully appealing Medicare’s IRMAA surcharge can save a retired couple thousands of dollars in annual Medicare costs. However, there are strict requirements for when you can and cannot appeal the
The Best Way to Pay for College Using 529s, Tax Credits and Deductions
College planning is much more than just saving in a 529 account. If you have a child nearing college age, saving in a 529 over the last decade or more
Using a Net Unrealized Appreciation (NUA) Strategy for 401k Tax Savings
NUAs, or net unrealized appreciation, is a special tax strategy available for those with company stock in a 401(k) plan.
Gold and Silver as Investments – Is it Worth Investing In?
Gold and silver are among the most storied investments throughout history. Perhaps no other investment brings as strong of opinions and emotions that investing in gold and silver. And especially
How To Save In Your 30s And 40s To Reduce Retirement Taxes
Utilizing three different account types when saving throughout your working career can reap tremendous tax benefits in retirement.
How to Shop for Long Term Care Insurance
Long term care insurance is not cheap. but, it can be very important. Here’s how to know if you need it, and what to look for in a policy.
Should You Take Out a Mortgage in Retirement?
Retirement can mean big changes, and one of these changes may be where you choose to live. How you choose to pay for a home purchase can make a great difference overall.