How Financial Peace Supports Better Health in Retirement
Financial wellness impacts more than your bank account—it affects your health, stress levels, and daily decisions. Learn how a clear financial plan can support a healthier, more confident retirement.
Ask the Adviser: How Can I Help My Children Achieve Financial Independence Without Spoiling Them?
Many parents want to help their family achieve financial independence without “spoiling” them. Discover how gifting through Roth IRAs and HSAs can provide a lasting legacy and tax-free growth for the next generation.
Medicare Open Enrollment: What Every Retiree Should Know
Medicare Open Enrollment runs from Oct. 15 to Dec. 7. Learn how to review your options and avoid costly mistakes. Navigating healthcare options is an important part of your retirement planning.
Ask the Adviser: Is my CCRC entrance fee tax deductible?
It depends on the type of contract you sign with your community.
Ask the Adviser: What do I need to know about planning for long-term care?
If needed, long-term care is one of the pricier parts of retirement. But it can be even more expensive without a proper plan in place.
Don’t Overlook HSAs as a Retirement Savings Vehicle
It’s a little-known fact that health savings accounts can provide an excellent way to save, invest, and take distributions—without paying taxes.
How to Reduce (or Avoid!) Taxes on Social Security Benefits
These five strategies can minimize the taxes you’ll pay on Social Security and help extend the life of your nest egg.
You’ve Been Given the Chance to Retire Early—Now What?
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.
Avoiding a Head-on Collision Between Your HSA and Medicare
The last thing you want is your HSA and Medicare to clash.
Ask the Adviser: Why are Medicare Part B premiums going down when inflation is up?
After a large increase in Medicare Part B premiums for 2022, the cost is now dropping. We’ll look at a surprising reason why.
Medicare Open Enrollment: Evaluating Your Options
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).
Ask the Adviser: What does the Inflation Reduction Act mean for my ACA subsidies?
The Inflation Reduction Act extends premium tax credits through 2025—and expands who’s eligible.
It Takes Planning to Reduce Your Medicare Premiums
With appropriate income withdrawal strategies, a retiree can lessen their exposure to IRMAA surcharges.
5 Ways to Minimize Your Retirement Income and Maximize Health Insurance Tax Credits
Depending on your income and household size, you may qualify for federal tax credits, a combination of credits and subsidies, or Medicaid.
Tax Benefits of Continuing Care Retirement Communities
Don’t overlook these benefits.
More on Implementing the Plan: PHASE 3 of the AGILE Retirement Journey
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Cost of Healthcare for Retirees: Saving Tax Efficiently Can Have a Big Impact
Retirees will need to pay close attention to means-testing levels to help contain healthcare costs. This requires careful planning before retirement.
Using your Health Savings Account (HSA) as a Retirement Tool
Is funding an HSA right for you? Learn how you can use this account to pay for a number of medical expenses in retirement.
What is Concierge Medicine?
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 Supplement Insurance Plans
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
