Tax Benefits of Continuing Care Retirement Communities
Don’t overlook these benefits.
Seven Sensible Things You Should Do Before Retirement
Are you ready for retirement?
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.
One Year from Retirement? What You Should be Doing to Get Ready
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
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…
Health Savings Accounts (HSA)
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
Medicare Supplement Insurance Plans
Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.
Medicare Premiums
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.
