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- 2015 Federal Budget calls for $62 billion from retirees to help fund the country
- 2015 Medicare Part B premiums to stay level
- 2016 Medicare cost projections from the Board of Trustees
- 2018 Budget changes Medicare’s IRMAA brackets
- 2018 The top 10 most and least affordable States for health coverage in retirement
- 2019 Medicare Costs
- 2020 Medicare Board of Trustees Report
- 2020 Most and Least Affordable States to Reside in for Medicare Costs
- 2021 Medicare Part D Plans Premiums, Deductibles and Costs
- 2021 Medicare Part D Premiums – Time To Go Shopping
- 2021 Retiree Healthcare Costs
- 2021 Top 5 Most and Least Affordable States to Reside in for Medicare Costs
- 2023 Medicare Costs
- 2024 Alabama Part D Plans
- 2024 Alaska Part D Plans
- 2024 Arizona Part D Plans
- 2024 Arkansas Part D Plans
- 2024 California Part D Plans
- 2024 Colorado Part D Plans
- 2024 Connecticut Part D Plans
- 2024 Delaware Part D Plans
- 2024 Florida Part D Plans
- 2024 Georgia Part D Plans
- 2024 Hawaii Part D Plans
- 2024 Idaho Part D Plans
- 2024 Illinois Part D Plans
- 2024 Indiana Part D Plans
- 2024 Iowa Part D Plans
- 2024 Kansas Part D Plans
- 2024 Kentucky Part D Plans
- 2024 Louisiana Part D Plans
- 2024 Maine Part D Plans
- 2024 Maryland Part D Plans
- 2024 Massachusetts Part D Plans
- 2024 Medicare Part D Plans
- 2024 Michigan Part D Plans
- 2024 Minnesota Part D Plans
- 2024 Mississippi Part D Plans
- 2024 Missouri Part D Plans
- 2024 Montana Part D Plans
- 2024 Nebraska Part D Plans
- 2024 Nevada Part D Plans
- 2024 New Hampshire Part D Plans
- 2024 New Jersey Part D Plans
- 2024 New Mexico Part D Plans
- 2024 New York Part D Plans
- 2024 North Carolina Part D Plans
- 2024 North Dakota Part D Plans
- 2024 Ohio Part D Plans
- 2024 Oklahoma Part D Plans
- 2024 Oregon Part D Plans
- 2024 Part D Premiums
- 2024 Pennsylvania Part D Plans
- 2024 Rhode Island Part D Plans
- 2024 South Carolina Part D Plans
- 2024 South Dakota Part D Plans
- 2024 Tennessee Part D Plans
- 2024 Texas Part D Plans
- 2024 Utah Part D Plans
- 2024 Vermont Part D Plans
- 2024 Virginia Part D Plans
- 2024 Washington D.C. Part D Plans
- 2024 Washington Part D Plans
- 2024 West Virginia Part D Plans
- 2024 Wisconsin Part D Plans
- 2024 Wyoming Part D Plans
- 2025 IRMAA Brackets: Medicare Costs and income-related monthly adjustment amounts
- 4 must conversation you have to have with your financial advisor before retirement!
- 4 reasons why you need life insurance that no financial firm will tell you
- 401k Contribution Limits for 2024: A Financial Overview
- 5 Reasons why you need an Annuity that the Motley Fool will never tell you
- A possible problem repealing Obamacare
- A victory for President Trump that no one is mentioning
- Affordable Care Act heavily favoring Medicare over Medicare Advantage Plans
- And the Regulations will be Televised
- Another Debt Crisis could mean more to the U.S. Postal Service and Retirees
- Another way to look at Amnesty that may impact your health care in retirement
- Anticipating the SS Increase for 2023: A Comprehensive Guide for Social Security
- Applying for Social Security
- Are health-care costs really ‘just’ $245K in retirement?
- Believe you will never go into a Nursing Home – well you are right, but…
- Births with in the United States per year
- Calculating health costs in retirement
- California driver’s license for illegal immigrants = health costs for free
- Chris Christie’s plan to save Social Security by taking away your benefit. Unfortunately it has already be done!!!
- Closing of the Donut Hole
- CNBC – Believe it or not, buying an annuity can be a good decision
- CNBC Feature – Medical costs take big bite out of Social Security benefits
- Comprehensive list of MAGI for IRMAA
- Coronavirus may change today’s Medicare.
- Death Panels – it looks like they are back
- Decoding MAPD Plans: A Guide to Retirement
- Decoding Medicare Costs: Your Guide to Navigating Expenses
- Decoding the Cost of Medicare Part B
- Decoding the Social Security 5-Year Rule for Financial Pros
- Demographics, There Are Numbers and There Are Numbers.
- Divorce Settlements and Medicare – by Robert Klein
- Do You Pay Taxes On Social Security Benefits
- Does IRMAA Adjust Automatically?
- Does IRMAA include Social Security
- Does Medicare only cover 60% to 80% of medical costs
- Driverless cars may spell doom for State Pension obligations
- February 2018: A possible wake-up call for financial planning.
- Fidelity Healthcare Costs Projection is it close?’
- Fidelity Investments $245,000 health care cost estimate is less than truthful and they know it
- Fidelity Investments healthcare number… a good reason for the Fiduciary Rule?
- Fidelity Investments’ Healthcare Number Is It Close To the Truth
- Financial Advisor Magazine – Four Rule Changes To Keep In Mind When Planning For Retirement
- Financial Advisor Magazine – Social Security Is Not Going Broke
- Financial Planning maybe flawed when considering the hard truths
- FIND A JOB OPPORTUNITY
- From the Fiduciary Rule to the myRA to the Government regulating Employer Retirement Plans
- GOP Tax Plan: are they insane or are they saviors?
- Greatest time to move assets is now
- H&R Block “Get your Billion back” is missing the larger lost opportunity: The Medical Expense Deduction or $100 Billion lost
- Health Care Costs in Retirement, how much are they going to be really?
- Historical Medicare IRMAA Brackets 2007 – 2023
- How many people are in Medicare’s IRMAA?
- How to Calculate IRMAA
- Immigration…Can it and should it last?
- Impact of Medicare premiums on Social Security
- In Retirement Health Coverage through Medicare is Mandatory
- Income in retirement is not what you think when your health is on the line
- Indexed Universal Life vs Roth IRA (iul vs roth ira): In-Depth Analysis on Policies
- Inpatient vs Under Observation – Medicare
- Interview with Scott Halliwell of USAA
- IRA vs 401k: Comparisons of Retirement Assets
- IRMAA – Standard Tax Deduction
- IRMAA 2025
- IRMAA is Avoidable
- IRMAA Letter
- IRMAA Life Changing Events
- IRMAA Refund: A Comprehensive Guide for Medicare Beneficiaries
- Is a 401k Worth It? Unraveling Retirement Savings Mysteries
- Is Congress Cutting Social Security Benefits
- Is it misinformation or something more sinister?
- Is Medicare for all the right solution?
- Is Social Security going broke…probably not and you can thank a Baby Boomer
- Is Social Security Taxable? A Deep Dive for Finance Pros
- IUL Insurance: Indexed Universal life insurance Policies and IRMAA
- Jester Financial and NAFA Release retirement whitepaper
- Jester Financial announces partnership with Williams Financial Group to offer benefits to its advisors through its Partner Development program
- JFT’s 2017 Whitepaper “Healthcare Costs in Retirement”
- Lead Generation for Financial Advisors: Key Strategies
- Life Insurance firms selling at Wal-Mart????
- Long-Term Care, the 5 year look back & Medicaid – Things may have changed for your children
- Looking at Reverse Mortgages? You may want to
- Maximizing Benefits: A Guide to Your Social Security Office
- Medical Expense Deduction: “The lost opportunity in retirement”
- Medicare Advantage Plans. what they are and the pros and cons of them
- Medicare Board of Trustees Projections Through 2028
- Medicare Board of Trustees Report: Planning for health costs in retirement is a must!
- Medicare Board of Trustees report…thankfully there is some good news for now.
- Medicare Costs 2018
- Medicare Costs in 2017
- Medicare Costs in 2020
- Medicare Donut Hole 2023: A Guide for The coverage Gap
- Medicare for All – what it really means.
- Medicare IRMAA 2023 Brackets: Decoding Monthly IRMAA Premiums and Social Security
- Medicare IRMAA 2024: What to Expect for Surcharges in the Coming Year
- Medicare IRMAA Is It A Big DEAL?
- Medicare IRMAA the History and Possible Future
- Medicare Part B Penalty Waiver: A Roadmap for Late Enrollment
- Medicare Part D 2020 premiums: another good year
- Medicare Part D costs…a disturbing trend
- Medicare Part D plans
- Medicare Part D: Changes, Impact and Future Outlook
- Medicare verse Medicare Advantage
- Medicare’s 2017 Part B premium will increase by just over 10%
- Medicare’s 51.8% Part B premium will crush every state’s budget
- Medicare’s Hold Harmless Act
- Medicare’s IRMAA
- Medigap Plan G inflation for Medicare 2021 Open Enrollment
- Merrill Lynch survey – top retirement concern is health care costs
- Mind Share: How Fidelity created it by marketing to its own competition
- Money for nothing and your healthcare for free…I want my subsidies
- NAFA announces partnership with Jester Financial Technologies
- National Retirement Week (NAFA) Webinar – What your clients don’t know will hurt them.
- Navigate the Medicare Penalty Calculator: Avoid Late Fees
- Navigating Form 8959 – The Key to Medicare Tax Filing
- Navigating IUL Retirement: A Guide for Financial Success
- Navigating the Donut Hole Medicare Guide: Plans and Coverage Gap
- Navigating the Medicare 2024 IRMAA Brackets: [UPDATED PREMIUMS]
- Obamacare will be great for the economy, but unfortunately it may not be for you
- Planning for healthcare in retirement – some pros & cons of investment products
- Planning for Social Security? Don’t forget about the Government guidelines
- Planning for your parents retirement…you should be!
- Predicting health care costs???
- President Obama’s myRA. A brilliant idea.
- Proposed Cuts to Social Security
- Retiree healthcare costs = $360,000
- Retirement Health Coverage Costs 2018
- Retirement Income
- Retirement planning? There is more to it than meets the eye when it comes to your health.
- Rising interest rates and your state & local governments
- Roth Conversion Rules 2022: Essential Guide for Advisors
- Roth Conversion…have you given a thought to Medicare?
- Roth IRA: Understanding and Maximizing the Benefits
- Roth vs Traditional 401k: Your Guide to Retirement Savings
- Save Social Security??? Then increase the benefits for everyone!
- Sex changes in prisons, not the only high health costs tax payers will face
- Should You Maximize Social Security Benefits – Probably Not
- Should you plan for the cost of your healthcare – your Social Security benefit may depend on it
- Social Security 2024
- Social Security and Medicare are hand in hand
- Social Security benefits may be going down for just about everybody.
- Social Security COLA 2024 Prediction: The future of your Social Security Benefit
- Social Security Going Broke…Not Really
- Social Security Increase 2024: A Comprehensive Analysis
- Social Security Planning may be hazardous to your health
- Social Security Raise 2024: The SSA Monthly Benefit COLA Adjustment You Can Expect and Why
- Social Security Tax OASDI Limit 2023: A Detailed Overview
- Social Security’s 2% COLA in 2018 = an extra $3.82 a month!
- Something your financial advisor won’t tell you: your Social Security benefit will be lower than you think.
- SSA COLA 2024: Understanding the Implications for retired Americans
- State Pensions…the real problem is the cost of retired employees healthcare
- Tax Deferral Today Equals 3 Taxes Tomorrow
- Taxing the Rich to fund Healthcare – It’s already happening.
- That Traditional 401(k) is bad for your health when it comes to retirement
- That Traditional 401(k) may be bad for your health
- The Debt Crists: what it really means
- The forgotten 3rd Guarantee in life to death & taxes – health costs
- The impact of Medicare’s IRMAA
- The impact of your healthcare on your Social Security
- The rules of retirement have changed and what you don’t know will hurt you!
- The Traditional 401(k)…The Big Lie!
- The war on the middle-class. How the average American family is being shamed by the large insurance carriers
- There aren’t enough nursing-home beds to meet demand
- Think you will never go in nursing home? You’re probably right, but for all the wrong reasons.
- Tier 4 Drugs
- TOOL FOR YOUR PRACTICE
- Traditional 401(k) or Roth 401(k)? It may all come down to planning for your health
- Traditional 401(k) verse a Roth 401(k)…when you health is on the line a Roth wins every time
- U.S. Debt is over $20 Trillion…don’t worry about it, you will pay it down…really.
- Understanding 401k Alternatives for Retirement Planning
- Understanding Medicare: Phone Number and How to Contact Medicare for questions
- Understanding the 2023 Medicare Part B Premium
- Understanding the Medicare Enrollment Period for your Health Plan
- US News – 6 Ways to Protect Your Pocketbook From Sky-High Medical Bills
- Webinar – Do We Really Know What Retirement Is?
- What Does Medicare Part A Cover: Understanding Medicare?
- What is income in retirement when it comes to IRMAA
- What is IRMAA in 2023
- What is IRMAA?
- What is Medicare Part A
- What is Social Security’s Cost of Living Adjustment
- What is the Projected COLA for 2024: Understanding the Financial Outlook
- What you don’t know about Obamacare will hurt you… The Cadillac Tax
- When Does Medicare Start? A Guide to Initial Enrollment
- Where health costs may be headed
- Which should you pick a Traditional 401(k) or Roth 401(k)?
- While you are looking at Obamacare, something else just happened to your retirement
- Whole Life vs Universal Life: An Insightful Guide for Pros
- Why a Roth Conversion is a great move before retirement
- Why Health Insurers are canceling health plans due to Obamacare
- Why Ken Fisher is Wrong on Annuities: Federal Regulations in Retirement.
- Why was the Affordable Care Act created?
- Women in Nursing Homes there can be choices
- Women, Retirement and Long Term Care
- Yes, you need an Annuity and the reason is simple: federal regulations
- You may be better off smoking than investing into a Traditional 401(k)
- Your Guide to the Social Security Tax Calculator
- Your retirement savings may just already be nationalized by the government
- Your Social Security benefit may not be what you think it should be