There are some significant changes coming to Social Security and Medicare in 2020. We help you understand how these changes may affect you.
We have seen many examples where seniors can save upwards of $1,000 or more just by switching to a plan that covers their prescriptions more economically.
How do you save to fund health care expenses in retirement? It takes time and discipline. But there are options to alleviate the rising costs.
Many Americans contribute to a Health Savings Account through their employer to complement the high deductible health insurance plan offered to employees.
Fidelity just updated their research on the estimated cost of healthcare for a 65-year old couple throughout their retirement.
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.
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