Other questions?
Navigating Healthcare Options
One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Getting the Most From Your Health Savings Account (HSA)
Getting the most out of your HSA can be difficult, especially while trying to do so over a long period of time. Here are some tips to integrate HSA planning into your overall financial goals and retirement plan.
Think Twice Before Moving Into Your Rental To Avoid Taxes
You may have heard that you can move back into your rental for two years to avoid paying capital gains taxes when you sell. It’s a common misconception – find out what the rules really say.
Wellness as a Financial Strategy
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
Getting Smart with Your 2020 Benefits Enrollment
What could be the cost of ignorance? For some mistakes it could be a couple of dollars; for others, it could run into hundreds or thousands of dollars every year. Not paying attention to your enrollment benefits falls under the latter.
Medicare Open Enrollment is here!
It’s no secret that Medicare can be confusing. Open enrollment is now through December 7th – find out how you could save thousands with this quick flowchart guide!
Should I Rent Out My Home on Airbnb?
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.
Do I Need to Buy a Home to Be Successful?!
While many people think the path to financial success is through home ownership that isn’t necessarily the case. Read the article to learn more about why renting vs buying isn’t always a clear-cut decision, to help you determine what’s best for you.
