If you're over 65, or becoming that age soon, it's likely that Medicare has become a major issue of concern. Health insurance can be confusing, and all the various options surrounding Medicare choices are enough to make almost anyone's head spin. There are many different Medigap policies to choose from, but the most popular is Medigap plan F. However, by the end of 2019, this popular option will no longer be available.
What is most important to you? What are your goals? Any discussion about savings, spending, budgeting and/or retirement should begin with those basic questions.
So, what happened in yesterday’s markets? A 3% decline. What will happen today? Either it will be up or down. In neither case should you change your investment strategy.
A common retirement planning tax strategy is to convert money from an IRA account to a Roth IRA. However if you are looking to reverse course from last year time is running out.
Near the end of 2017 a new tax bill was passed changing many key aspects of the tax code. A big question that many of our clients ask is "Am I withholding enough for taxes out of my paycheck?"
Many people when starting a new job are asked by their employer if they would like to participate in the 401(k). But what exactly is a 401(k)? Should you use it? How does it work? Those are common questions many people have and we'll explore some of the answers.