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Dec. 3, 2021

Medicare IRMAA Appeals

Recently, I've had a number of questions and inquiries about the Medicare IRMMA "tax" and how this can be avoided.…

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Dec. 3, 2021

Inflation and Retirement Withdrawal Strategies

Inflation is red-hot right now. With the annual inflation rate currently at the highest level it’s been since 1990, running at 6.2% year-over-year in October 2021, you may…

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Nov. 23, 2021

Considering Bankruptcy in Retirement? Here Are Some Things You Should Know

While unpleasant to think about, an unfortunate reality is that many people find it necessary to file for bankruptcy in retirement. …

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Nov. 23, 2021

Original Medicare vs Medicare Advantage

It’s that time of year again—Medicare enrollment season. If you’re wondering whether Medicare Advantage is a better choice for you…

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Nov. 12, 2021

Inflation, Stagflation, and Your Retirement

Turn on any newscast or click on any business or financial story lately and you’ll hear a lot about inflation.   Most…

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Nov. 12, 2021

Medicare Initial Enrollment and Avoiding Late Enrollment Penalties

If you’re approaching 65, it’s important to have a strategy for signing up for Medicare, even if you plan on keep working.  Like most…

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Nov. 12, 2021

Longevity and Financial Planning

The longevity of Americans is increasing. The average lifespan of someone born in 1950 was 68.2 years. Someone born in 2020 can…

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Oct. 29, 2021

Downsizing Your Home in Retirement: Four Factors to Consider

Many people consider downsizing their home as they approach or enter retirement.  As with any significant life-changing decision, there are…

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Oct. 29, 2021

Two Proposed Estate Tax Changes That Could Be Enacted by Year’s End

In May, we discussed several changes to federal estate and gift tax laws that were proposed by Senator Bernie Sanders.  Some…

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Oct. 22, 2021

Three Ways to Reduce Your Income-Related Monthly Adjustment Amount (IRMAA) for Medicare Part B

If the Social Security Administration (SSA) considers you a “high-income beneficiary,” you’ll pay a surcharge known as the Income-Related Monthly Adjustment…

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