by Daniel Brown | Jan 24, 2019 | Retirement Planning
Following up on part one of our guide to retirement and Medicare, this article will be looking at the second two parts of Medicare coverage: parts C and D. As a refresher, Medicare parts A and B primarily cover hospital visits, routine medical services, and basic...
by Daniel Brown | Jan 17, 2019 | Retirement Planning
As you approach age 65 – and, presumably, retirement – there is action required from you as it relates to Medicare. As a reminder, Medicare is a federal program that provides hospital insurance and some medical insurance to older Americans and those under sixty-five...
by Daniel Brown | Dec 13, 2018 | Retirement Planning
As it becomes increasingly more common for people to continue working after they’ve retired, those retirees may need a strategy for saving or investing that income. A good option to consider is to save and invest in an IRA when working after retirement. Many retirees...
by Daniel Brown | Oct 25, 2018 | Retirement Planning
If you are 70.5 years or older and have either an IRA, SEP IRA, SIMPLE IRA, or 401(k) account, you need to withdraw your minimum distribution before the end of the year. Beginning when you turn 70.5 years old, IRS regulations generally require you to withdraw a...
by Daniel Brown | Sep 20, 2018 | Retirement Planning
Savvy investors know that one of the keys to successful retirement planning is diversification. Having all your money tied up in one type of asset is a huge risk. After stocks, bonds, and real estate, what else should you be considering? For some, that answer is...
by Daniel Brown | Aug 9, 2018 | Retirement Planning
When you see student loan debt discussed in the news, it’s often in the context of recent college graduates struggling to make their payments, afford rent and mortgages, or make any kind of financial progress in their lives. While all those things are true, what you...
