Caring for an Aging Parent

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...
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

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...
Your Guide to Medicare Planning

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...
Medicare Tax Depicts Cartoon image of stacks of coins and rocket taking off

June 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: As a result of the Affordable Care Act, the Medicare contribution tax has increased for high earners. Read More...