Navigating Medicare can sometimes make retirees or near-retirees feel like they are deciphering a foreign language. One of the trickier parts is understanding IRMAA. If you’ve heard this term thrown around and felt a bit...
Many life transitions come with financial planning opportunities or decisions. Job changes, selling a business, retirement, death, and divorce are just a few examples of when financial planning becomes more important. This quarter, we continue...
This quarter’s education series is Financial Considerations Upon Retirement. The first post addressed cash flow and taxes. Now we’re turning our attention to one of the biggest worries in retirement — the cost of healthcare...
This is the second in a three-part blog series related to financial items to consider if your spouse passes away. This post takes a look at insurance and cash flow. Part 1 focused on financial...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?