Health Care, Retirement Planning
Health insurance coverage is often a primary concern for individuals who are retiring early. Understanding and weighing options can be complicated and stressful for early retirees. To help make the conversation with clients easier, we have created the “If I Retire...
Family and Finances, Financial Planning, Health Care, Retirement Planning, Tax Planning, Tips and Tricks
The HSA contribution rules are generally straightforward. However, the rules can become complicated in years when there will be a change to healthcare coverage. Perhaps an investor is moving from individual to family coverage, or they are leaving their health plan, or...
Family and Finances, Health Care, Life Events
In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options. To help make this analysis...
