Tap into our expertise. Once a month we publish a blog on various financial planning topics. KEY TAKEAWAYS: Healthcare from the ACA exchange can be an affordable option for Early Retirees or people going...
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Health Savings Accounts (HSA) are amazing, possibly the best financial vehicles for building wealth. In this article we explain why you should maximize your contributions to an HSA and pay for most, if not...
Learn More(This blog is essentially a repeat of one I sent last year, but given that so many have lost employer-based health coverage recently I thought it would be timely for those impacted.) When you lose your...
Learn MoreIn our financial planning practice, we spend a fair amount of time with people in a job transition. In the past we have spoken with several people who pay for their health insurance through COBRA and don’t...
Learn MoreThere are two basic options for those on Medicare: Original Medicare and Medicare Advantage. In this blog I’ll walk through the pros and cons of each. I’ll first discuss the components of Original Medicare...
Learn MoreMedicare Part A and Part B are the primary insurance coverage for many retirees. While people pay Medicare taxes during their working years based on their earned income, Medicare Part B insurance is not free...
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