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Qualified Charitable Contributions for 2019 

2020 Important Retirement Numbers 

What Happens if You Miss Medicare Open Enrollment?

Missing the open enrollment deadline can result in having inadequate or costly coverage. However, you may still be able to make Medicare coverage changes without waiting until 2020 (although there is no guarantee).

Should You Use Credit Or Debit Cards For Holiday Shopping?

Good News: Part D Donut Hole Closes in 2020

For stand-alone Part D prescription drug plans, the maximum allowable deductible for standard Part D plans will increase to $435 in 2020, up from $415 in 2019. The out-of-pocket threshold (where catastrophic coverage begins) will increase significantly, from $5,100 in 2019 to $6,350 in 2020 (the copay amounts for people who reach the catastrophic coverage level […]

Do Presidential Elections Actually Impact The Stock Market? 

2020 Contribution Limits for Employer Sponsored Plans

Does The Fed Lowering Interest Rates Really Hurt Retirees? 

Affordable Care Act Open Enrollment – Important Dates and What’s New

The open enrollment period for the Affordable Care Act (Obamacare) here. Signed into law in 2014, the legislation overhauled and expanded regulations to the nation’s health care system. This year, not much has changed in Washington, but the marketplace is shifting and deadlines will still need to be met.   Important Dates: One of the constants […]

2019 Catch Up Contributions

Medicare’s Open Enrollment Period is Here!

Why compare Medicare coverage options again for 2020? Plans change and your health care needs or situation may have changed, too. Plus, you might save money.

Protect Retirement Savings Against Long Term Care Needs

Medicare Open Enrollment 

What To Do When You Inherit Your Parents' House

How to Prepare for the 2019 Medicare Annual Enrollment Period

The 2019 annual enrollment period is about to open on October 15th. This is the time of year when you can you are able to make changes to your Medicare coverage including: Change from one Medicare Advantage plan to another Change from original Medicare to a Medicare Advantage plan Enroll, change, or cancel your Part […]