Financial Planning

Even Spiderman Needs Estate Planning

By |2018-11-19T14:54:23+00:00November 19th, 2018|Financial Planning|

When Spiderman was young, he could do no wrong. He glided from place to place, shooting out webs and taking care of the bad guys. But when he was older, Spiderman’s super powers were not so sharp. His vision was blurry, his hearing was dull, and he had difficulty telling the good guys from the [...]

Bad Advice Costs Widows Social Security Dollars

By |2018-11-14T12:37:47+00:00November 14th, 2018|Financial Planning|

Not surprising, money and bad advice are a deadly combination. But when that combination affects widows—even worse. It’s happening, of all places, at the Social Security Administration. A report by the Office of the Inspector General discovered that Social Security underpaid widows $132 million dollars they were entitled to because SSA agents didn’t know the [...]

IRS Ups the Savings Ante for 2019

By |2018-11-07T12:38:07+00:00November 7th, 2018|Financial Planning|

If you’ve ever wished you could stash away more money in your tax-deferred retirement accounts, the IRS has made your dream come true. Contribution limits to retirement plans are going up in 2019. The most popular retirement savings vehicle, the 401(k) plan, along with its cousins, the 403(b) account for non-profit organizations, most 457 plans, [...]

2019 Medicare Costs Released

By |2018-10-25T15:14:26+00:00October 25th, 2018|Financial Planning|

If you’re a Medicare recipient and you’ve been holding your breath to see what you’ll have to pay for Medicare in 2019, the wait is over—and it’s good news. The Center for Medicare and Medicaid Services has released the list of costs, deductibles, and price changes for next year. On average, Medicare Advantage premiums will [...]

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