Social Security is complicated. Trying to apply for benefits or getting answers about your claiming options is frustrating at best. Plus, filing for benefits is something you generally do one time and the costs of mistakes can be huge. Getting … Continue reading
Tag Archives: Social Security
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: Claim Your Social Security As Soon As Possible
The most commonly held belief about how and when to file for Social Security basically boils down to a ‘get it while you can’ strategy. In the past I’ve talked about how many of these commonly held beliefs or referenced … 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