IRMAA
The most effective way to keep your Income-Related Monthly Adjustment Amount (IRMAA) from creeping into the next tax bracket is by decreasing your modified adjusted gross income.
Is It Time?
Is it time for you or a loved one to consider a move to assisted living? From personal experience, it can be a challenging and emotional decision.
Your Biggest Risk
With nearly 70% of retirees needing some type of long-term care, does your financial plan include this unexpected expense?
Rain or Shine
As I reflect on the journey we have embarked on together, I am reminded of the importance of my own planning for the future.
Spooking You Out?
Are you trying to keep up with the Labor Department’s monthly release of the CPI? How does that data translate to your portfolio management and longer-term planning?
A Financial Flop?
If a steep market decline forces someone to work longer and spend less in retirement, it might just be an asset allocation problem due to poor planning by the investor.