Nov 24, 2019
Have you prepared for a tax-free retirement?
At the end of the day, there are four ways we can generate tax-free income in retirement. Why is this important? Because no one wants to pay more tax than they need to. Quite often when clients come into my office a majority of their wealth, if not almost all, is in qualified...
Nov 19, 2019
Are you prepared for the possibility of a future that includes developing a disability?
In the elderly population between the ages of 65 and 74, approximately 20% of individuals have a disability. When you get to 75+, that more than doubles. By age 75, 49% of people have a disability. There are ways to plan for this,...
Nov 12, 2019
Do you know all the benefits a senior center can provide?
Senior centers, like the one in Hamburg, MI, are the very best thing that we can offer to combat loneliness. There's a lot of talk right now about how loneliness is now public health enemy number one. At senior centers, you can come and meet like-minded...
Nov 7, 2019
Do you know how to navigate Medicare Enrollment?
Medicare can cause a lot of confusion, and since this is Medicare Annual Enrollment Period, we are focusing on how it fits into people's lives. Medicare is a federal insurance for medical services, divided into parts A and B. Part A covers the hospital services; Part B...
Nov 1, 2019
Do you know when to start taking social security benefits?
Social security is one of the important things that fits into the five ways that we help clients. We help clients in five different respects; We call this a retirement game plan, the five pillars of a retirement game plan. First would be income planning, and...