The A, B, C’s and D’s of Medicare and More!
As you approach Medicare, you may find it daunting to make the right choice. With all of the letters, mail, and advertisements, it’s no wonder people can find Medicare overwhelming. [...]
Qualified Charitable Distributions (QCD)
Many people believe they are getting a tax benefit from their donation, but did you know that you must have itemized deductions higher than the standard deduction to be able [...]
What to do if you want to be Happier in Retirement
Should you expect life to be better in retirement? Not according to roughly 1 in 5 folks.1 They think their golden years are worse than they expected. 1 And they’re [...]