As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you have other health insurance? Here is some information to help you when it's time to make decisions about Medicare. Medicare coverage … [Read more...]
Making Decisions About Medicare
How Secure Is Social Security?
If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And, depending on the actuarial assumptions used and the political slant, Social Security has been described as everything from a program in need of some adjustments to one in … [Read more...]
Retirement Planning Tips for Women
Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they may spend less time in the workforce and earn less money than men in the … [Read more...]
The American Rescue Plan Act
The American Rescue Plan Act, recently passed by Congress, has now been signed into law. While the act has many provisions that address a wide range of topics, we wanted to provide you with a brief overview of several tax provisions applicable to individuals. Recovery Rebates The act provides for … [Read more...]
Video: Tax Planning Issues for Retirees
Hear Emily Petty and Matt Bellomo discuss tax planning issues for retirees. Our checklist highlights things you may not have considered that can have a tax impact, planning opportunities, tax saving tips, and more. From investment income and capital gains tax to deducting medical expenses, our quick … [Read more...]