December 2, 2024 | Financial Planning
Medicare Part B Increases for 2025
No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual ...
Learn MoreMedicare Part B Increases for 2025
No Medicare surprises for 2025.
As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual deductible—the amount paid before insurance begins to pay for health services—will increase to $257, up $17.
Medicare monthly premium is based on income, so many of you pay more for coverage. For example, for individuals, if your income is greater than $200,000 and less than $500,000, your monthly premium would increase to $591.90. The rules are different for married couples.
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Author: Raymund Rasco
November 27, 2024 | Financial Planning
Inventorying Your Possessions
Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023. It’s ...
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November 25, 2024 | Retirement Planning
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts (IRAs) Traditional IRA contribution limits ...
Learn MoreNovember 22, 2024 |
From Our Families To Yours
The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the ...
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November 20, 2024 | Financial Planning
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ...
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November 18, 2024 | Retirement Planning
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five ...
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November 13, 2024 | Financial Planning
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves ...
Learn MoreNovember 11, 2024 |
Happy Veterans Day
On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to ...
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November 6, 2024 | Financial Planning
Women’s Progress in Wealth and Retirement Planning
In recent years, women have made significant strides in financial empowerment and retirement planning. More women than ever are managing their own finances, planning for ...
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November 4, 2024 | Financial Planning
Understanding the New Rules for Required Minimum Distributions (RMDs)
With recent changes to the rules around Required Minimum Distributions (RMDs), it’s important for anyone with retirement accounts to stay informed. The regulations now impact ...
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