Medicare

Financial Planning Patrick Rogan - November 7, 2024

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...

Charitable Bob Williams - November 5, 2024

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...

Financial Planning Bob Williams - November 5, 2024

Since 2022, the news has been full of stories about the wonderful things the federal government is doing to...

Financial Planning Bob Williams - October 30, 2024

We’re in the fourth quarter of the year and people on Medicare want to know what it will cost...

Financial Planning Bob Williams - October 10, 2024

Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go...

Financial Planning Bob Williams - August 30, 2024

The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions;...

Financial Planning Bob Williams - June 25, 2024

It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems...

Financial Planning Bob Williams - January 18, 2024

Retirement planning is one of those things you have to get right. It can make all the difference between...