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Medicare vs. Medicaid

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-

The A, B, C, & D of Medicare

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci

Healthcare Costs in Retirement

A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

An Overview of Renter’s Insurance

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, o

Five Most Overlooked Tax Deductions

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

What is the Value of Your Business?

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

All Muni Bonds Are Not Created Equal

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

TIPS for Inflation

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

2020 IRS Contribution Limits for Retirement Plans

It's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also

Have These Financial Conversations During the Holidays

Ah, the holidays… an annual time of food, fellowship, and fun with family, friends, and loved ones. Everyone returns home and catches up on

How To Close the Retirement Income Gap

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and whe