Medicare

Social Security

Another Medicare Enrollment Period—Already

Financial Planning MyPersonalCFO - February 13, 2025

Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare enrollment period. “Hurry. There’s not...

How Much do Seniors Really Spend on Healthcare?

Financial Planning Bob Williams - February 4, 2025

What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a common misconception that expenses will...

Navigating The Five Year Rule For Roth IRAs

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...

Year-End Financial Checklist

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...

Government Drug Negotiations Hurt Medicare Recipients

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...

What Medicare Will Cost You in 2025

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...

Medicare Open Enrollment 2024

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...

Medicare and the Health Savings Account Penalty

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;...