by Jason Sechrist | Dec 22, 2022 | retirement
The news regarding Social Security and Medicare for 2023 is in — and it’s good news. Social Security is getting its biggest cost of living boost since the 1980s, while the cost of Medicare Part B premiums is going down. To put this in accounting terms, for many...
by Jason Sechrist | Dec 15, 2022 | Money, Taxes
KEY POINTS There’s still time to trim your tax bill or boost your refund before the end of the year. Depending on your 2022 income, you may consider deferring a holiday bonus, “bunching” medical expenses or a partial Roth conversion, experts say. Read more Securities...
by Jason Sechrist | Dec 8, 2022 | estate
If you have a will or trust, congratulations. But you’re not done with estate planning. Hardly a week goes by without news of a celebrity who died without a will, fracturing families and enriching their attorneys. Maybe you’re smarter than that. You have a will and...
by Jason Sechrist | Sep 29, 2022 | financial planning
Housing prices can go down as well as up: Here’s when you should not tap home equity Do you have enough saved for retirement? You may need that home equity later. Soaring real estate values mean many homeowners are awash in equity — the difference between what...
by Jason Sechrist | Sep 22, 2022 | retirement
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
