by admin | Jun 4, 2021 | Uncategorized
Would you like to keep your retirement health insurance costs as low as possible? Make sure you understand Medicare part B and pay attention to two key details as you plan your retirement income. What is Medicare part B? When you retire, you will generally use...
by admin | Jun 3, 2021 | Uncategorized
Would you like a Triple-Tax-Benefit? …I thought so. Behold the glory that is the Health Savings Account, (HSA). An HSA saves you taxes when you put money in, doesn’t get taxed every year while its growing, and is not taxed when you spend the money (on the...
by admin | Jun 1, 2021 | Retirement
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost-of-Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference monthly, but...
by admin | May 25, 2021 | Retirement, Uncategorized
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost of Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference...
by admin | May 14, 2021 | Uncategorized
You feel it. That pit-in-the stomach on Sunday around 4 p.m. that reminds you that – while you love investment & financial planning advice – you are disenchanted with the robotic service you provide to clients. …That’s the moment for a scene change. Imagine...
