Changes to Medicare from 2018 Budget Deal that Affect You

The Bipartisan Budget Act of 2018 included several changes to how Medicare is administered and paid for. These changes will affect most Medicare beneficiaries and especially high-income beneficiaries. Donut Hole Medicare’s prescription drug plans, called Part D plans, cover 42 … Continue reading

Medicare Plan Reviews for the Open Enrollment Season

Appointments will be available again this year to our Medicare-eligible clients. 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 … Continue reading

Retirement Rules Gone Awry: Spend 4% Yearly

  Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by … Continue reading

Retirement Rules Gone Awry: Replace 80% of Pre-Retirement Income

Retirement planning literature has several commonly referenced rules of thumb. In my experience in helping clients plan for retirement and successfully manage their financial lives throughout their retirement years, I have found most rules of thumb apply only by chance. … Continue reading