You’ve brought in a regular income and made wise investments throughout your life. Now you’re facing the transition from generating income to drawing down your savings.
The last thing you want is your HSA and Medicare to clash.
After a large increase in Medicare Part B premiums for 2022, the cost is now dropping. We’ll look at a surprising reason why.
Wondering whether to make changes to your Medicare coverage? Here’s what to consider as we head into open enrollment (October 15 to December 7).
The Inflation Reduction Act extends premium tax credits through 2025—and expands who’s eligible.
With appropriate income withdrawal strategies, a retiree can lessen their exposure to IRMAA surcharges.
Depending on your income and household size, you may qualify for federal tax credits, a combination of credits and subsidies, or Medicaid.
Don’t overlook these benefits.
Are you ready for retirement?
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Retirees will need to pay close attention to means-testing levels to help contain healthcare costs. This requires careful planning before retirement.
Is funding an HSA right for you? Learn how you can use this account to pay for a number of medical expenses in retirement.
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
Did you know not everyone pays the same monthly premiums for medicare? On this edition of Project Wealth, Chris Hershey explains how to plan your finances to lower Medicare costs.
The Rodgers & Associates logo includes “The Retirement Specialists.” The home page of our website says we “specialize in financial planning for those who are retired or expect to retire within…
Clients often ask us about the meaning of the letter suffix on their Medicare card. Your Medicare number (also called Medicare Claim Number) is usually your Social Security number followed…
How has Medicare changed life for seniors in this country?