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Medicare

Navigating The Five Year Rule For Roth IRAs

Patrick Rogan - 0
The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save for retirement because of their...
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Medicare

Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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Medicare

Government Drug Negotiations Hurt Medicare Recipients

Bob Williams - 0
Since 2022, the news has been full of stories about the wonderful things the federal government is doing to lower the cost of prescription...
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Medicare

What Medicare Will Cost You in 2025

Bob Williams - 0
We’re in the fourth quarter of the year and people on Medicare want to know what it will cost them in 2025. So far,...
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Medicare

Medicare Open Enrollment 2024

Bob Williams - 0
Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go shopping to make sure you’ve...
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Medicare

Medicare and the Health Savings Account Penalty

Bob Williams - 0
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...
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Medicare

Medicare General Enrollment 2024

Bob Williams - 0
It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems like a never-ending stream of...
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Medicare

Important Ages on the Retirement Planning Timeline

Bob Williams - 0
Retirement planning is one of those things you have to get right. It can make all the difference between the retirement you’ve dreamed of...
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Medicare

Demolishing 8 Retirement Planning Myths

Bob Williams - 0
Isn’t it what we all plan for? At some point in your life, you’ll stop working and enter “The Retirement Zone.” It will require...
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Medicare

The Lowest Medicare Part D Premiums Aren’t Always the Best Deal

Bob Williams - 0
It’s just human nature. When we buy something, we want to pay the lowest price and get the best deal. That same principle applies...
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