Medicare undergoes changes each year. As healthcare costs rise, premiums and deductibles for Medicare increase (or sometimes decrease) to make up these costs. Significant changes have been made to Medicare premiums, deductibles, and coinsurance across various plans....
Are you prepared to file your 2021 tax return? Whether you’re filing taxes yourself or hiring a professional to do it for you, you’ll need specific information and records to complete your return. Our handy checklist below can help you get started. Gather Your Records...
You may have reached retirement age, or you’re approaching it soon. But are you fully prepared to leave your job and retire? Get ready to kick off your retirement with a plan that takes your finances, health, and lifestyle into account. A plan will help you tackle...
The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people. If...
The COVID-19 pandemic has taken a toll on the United States economy. In June 2020, the Bureau of Labor and Statistics reported that over 40 million people had been unable to work in the previous four weeks. After younger workers (25 to 34 years of age), Americans aged...
Imagine you’ve had a retirement plan in the works for years, even decades. You’re ready to retire in 2020… and then, something completely unexpected happens. A global pandemic. There’s no denying that COVID-19 has changed our lives. For those nearing retirement age...
