Social Security and Medicare
Tip of the Month | October 2022
Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons into fall brings anticipation and planning for upcoming end-of-year items. One important planning item to add to the agenda…
Read MoreHow Income Impacts Medicare Premiums
How Income Impacts Medicare Premiums Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Turning 65 is a milestone birthday. In the United States, that is the age where most people…
Read MoreGuest Blog: Medicare Annual Wellness Visits
Medicare Annual Wellness Visits Written By: J. Andrew Culp, MD, Chief Medical Officer – Pivotal Health What is the point of a Medicare Annual Wellness Visit? Here’s a brief history…
Read MoreWill Social Security Be Around When I Need It?
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® You’ve probably heard media reports about the worrisome financial condition of Social Security, but how heavily should you weigh this information when deciding when…
Read MoreManaging Retirement Income Sources
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize…
Read More