Medicare Open Enrollment – Coming Soon!

We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage. Read More

Money Market Funds Attractive Again

For the better part of a decade, money market funds have simply not been attractive to investors at all. These cash funds maintain a $1/share price and provide daily liquidity. Historically, investors have used them as a reserve for living expenses, emergency funds, short-term needs, etc. Read More

Social Security Part 4: Taxation of Benefits

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Read More

Social Security Part 1: The Basics

Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees. Read More

Money Janitor

We have all heard that money can’t buy happiness. But, what is it that money can do? Read More

Medicare Enrollment Guidance

We spend a lot of time building and reviewing retirement plans with our clients. The exercise often focuses on financial assets vs. liabilities, retirement timeline, the proper investment allocation, and much more. Read More

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