Recent News and Articles
RMD’s: Not for You Till 72
Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.
Demystifying Medicare
‘Parts’ of Medicare Medicare is divided into multiple "parts", all of which have different types of coverage. It is very important you know your options so you make the best choice for your situation! Part A - Hospital Insurance Helps cover inpatient care in hospitals, skilled nursing facilities, hospice and home health care Most people do not pay a premium for Part A Part B – Medical Insurance (Elective) Helps cover “medically-necessary” services: Doctors’ services, outpatient care, preventive services to maintain health, and supplies There is a premium for Part B Part C – Medicare Advantage Plans [...]
Maximize Your Social Security Benefits
Most people don’t understand their options when it comes to Social Security. If you don’t make the right choice for your unique situation, it can potentially cost you your hard earned money. To help you understand your options, here are the most important things to consider to avoid costly mistakes. Retirement Ages Early Retirement Age 62 is when most will become eligible for social security, but you will receive a permanently reduced payment by as much as 30% if you start benefits before full retirement age. If you work and collect benefits prior to full retirement age, your earned [...]
January 2018 Audio Update
Listen to our latest podcast update below
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