Appealing a 2021 IRMAA Medicare Part B Premium Surcharge Notice
The monthly premiums that Medicare Part B enrollees will pay during 2021 has been recently announced by the…
5 Ways Gen X Can Catch Up on Retirement Savings
Caught between two iconic generations, Baby Boomers and Millennials, the older side of Generation X quietly slips toward…
The House Passes Spending Bill that Includes SECURE Act
On Tuesday, December 17, 2019, the House of Representatives passed a $1.4 trillion spending bill that included the…
Retirement Plan Review – 401(k) for Your Company
It is safe to say that we now live in the “fiduciary era” when talking about company 401(k)…
What is the Appropriate Asset Allocation for Your Investment Portfolio?
According to many studies published over the past 25 years, a significant portion of investment returns are determined…
IRA Contribution Rules, Eligibility, and Limitations
In an era where pensions are few and far between, and future Social Security benefits are in question,…
When Should I Switch from Managing My Own Investments to Utilizing the Services of a Financial Advisor?
Not every investor feels like they need a professional financial advisor. Many investors feel that they have the…
Avoid Medicare Premiums with Retirement Planning Strategies
When planning for their clients’ retirement, most financial advisors tell their clients to utilize 401(k) accounts and IRAs…
Retirement on the Horizon: A Financial Planning Checklist
Retirement is one of the biggest events you will experience in your lifetime and requires you to have…