Tax Planning Opportunities

Tax Planning Opportunities

Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of taxes you owe. 1. Max out contributions to your retirement accounts Contributions to workplace retirement savings plans and IRAs reduce your current taxable income. In…
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Introduction to Medicare

Introduction to Medicare

If you’re over 65, chances are you’re familiar with Medicare. Some 50 million people are enrolled in Medicare today. But many Americans have little knowledge of this government-run health insurance program, which could play an important role in your retirement planning. What does Medicare cover?…
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Health Insurance

Retiring Early? Don’t Forget Health Insurance

If you’re planning to retire early, remember to include health insurance in your financial plan. Medicare eligibility begins at age 65, but until that time you’ll need to enroll in a private insurance plan. Since 2014, Americans who lack employer-sponsored coverage are required to purchase…
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