Hear Tyler Emrick, CFA®, CFP®, dissect a client’s journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs. Continue reading
Tag Archives: Healthcare
Yearend Financial Check-up & Tax Moves
It’s that time of year again … the fourth quarter. Before you get enthralled with the holiday season, it’s time to look back over this year and towards the next. Continue reading
Medicare Reviews During Open Enrollment
We have partnered with a Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plan and make the most of your healthcare dollars.** As your Annual Notice of Change arrives … Continue reading
Medicare Reviews During Open Enrollment
We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not overpay for medical insurance. Continue reading
Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2
Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more. Continue reading