As winter settles in, reflect with us on sunnier times. Envision your finances as a garden—what actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a reflection on how to make the most of the remaining year.
Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? Beware that certain income levels can increase your Medicare premium by up to 286% - an increase called "IRMAA". And yet, some people might still pursue this increase. If you're among the 4% to 5% of all Part B beneficiaries who received an "IRMAA" letter, here's what you need to know.
It's the time of year again to review Medicare options. The Open Enrollment Period — which begins on October 15 and runs through December 7 —is an opportunity to switch to a better Medicare health and prescription drug plan. Let's review the Open Enrollment Period options and look at changes to Medicare benefits for 2024.
For those who still need financial aid to pursue their dreams, here is how to proceed. The sooner you apply for the FAFSA®, the more likely your efforts will pay off.
Major highlights and an interactive checklist to help you to decipher the SECURE 2.0 Act, a 4,155-page bill enacted on December 29, 2022. Employers and the government play a role in your retirement, but much of the preparation ultimately falls on you. That’s America for you. The good news is, you get to call your own shots. The bad news is, you have to!
An illustrated world review of selected capital market results in 2021.
Here are six of the best 2021-year-end practices that we're sharing with clients.
An illustrated world review of selected capital market results in 2020.
There’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.