Our Thoughts
Year-End Planning Tips for Retirees and Pre-Retirees
The end of the year can remind us of last-minute things we need to address and the goals we want to pursue. Let’s work on
Important Changes from Secure Act 2.0 in 2022
You probably remember hearing about the SECURE (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law
August 2022 Newsletter
“The stock market is a device to transfer money from the ‘impatient’ to the ‘patient’.” Warren Buffett, CEO of Berkshire Hathaway A word from our
We will save $13,660 on health premiums in 2022 by using the Affordable Care Act Marketplace
Two years ago, my husband and I decided to leave the group health plan that we used through his company and try an Affordable Care
Is Inflation Here to Stay? What it Means for Your Portfolio.
I imagine that everyone reading this has noticed a rapid increase in the cost of most everything we buy. Well, it is official now, the
We left our Group Health Plan for the ACA: Here is how it worked out
My husband and I are both partners in our firms, so neither of us have health care costs subsidized by employers. We have traditionally participated