Medicare Open Enrollment for 2022 Begins October 15
Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.
Trusted Persons to Help with Financial Responsibilities as You Age
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
4 Reasons to Review Your Life Insurance Needs
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A Map for Your Family
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
Tax Breaks for Grandparents
As a grandparent, if you have custody of your grandchild, you may be eligible for tax breaks.
Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and estate planning attorney Arun Gupta to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider.
Engaging the Uninterested Spouse in Family Finances
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
Retiring Early? Don’t Overlook Health Care Costs
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
What Will You Pay for Medicare in 2021?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.