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Medicare Enrollment Options for 2015-16

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A summary of what you need to know Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.   ...

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Looking Back at the Impact of ATRA

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 The American Taxpayer Relief Act profoundly affected retirement, tax & estate planning. The American Taxpayer Relief Act of 2012 brought seven major changes to federal tax law, alterations that have affected retirement, ...

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Are You Retiring Within the Next 5 Years?

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What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an ...

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Be Prepared for Higher Medicare Premiums

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Clients may not realize that Medicare premiums can change from year to year based on their reported income. If they had a good year in 2014, they may see higher premiums in 2016. Now that tax returns for 2014 have been filed ...

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Changes in the Retirement Benefits Landscape

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A rundown of the big & little alterations coming this year. 2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. ...

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The A, B, C, & D of Medicare

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Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: ...

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Will Baby Boomers Ever Truly Retire?

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Many may keep working out of interest rather than need. Baby boomers realize that their retirements may not unfold like those of their parents. New survey data from The Pew Charitable Trusts highlights how perceptions of ...

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Rehearsing for Retirement

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Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the ...

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