Caring for an Aging Parent depicts elderly man and woman looking sideways from camera.

June 21, 2021

Presented by Ben Murphy, CPA, PFS™: Caring for an aging parent can be a difficult planning aspect to balance. If you are among the “Sandwich Generation,” you may be trying to support your aging parents as well as your own children. Read More...
Medicare Tax Depicts Cartoon image of stacks of coins and rocket taking off

June 1, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: The 2.9-percent Medicare tax continues to be applied to wages and net self-employment income. Half of Read More...
Employer-provided health insurance image of senior man and woman giving high-five.

April 26, 2021

Presented By Tom Kennedy, CFP®:  As you approach your initial enrollment period, which begins three months before your 65th birthday, you may have Read More...
Preparing for Medicare enrollment image shows elderly man smiling at camera.

March 29, 2021

Presented By Tom Kennedy, CFP®: It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from Read More...
Guide to Medicare Planning with younger woman hugging her elderly mother.

March 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CRC®: Did you know that the total projected lifetime health care costs (excluding long-term care) for Read More...
Enrolling in Medicare shows female doctor in a hospital.

December 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: The process for enrolling in Medicare is surprisingly easy. But before enrolling, you will need to make Read More...