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IRMAA: The Medicare Tax That Can Cost You Thousands
IRMAA Article Discussion is in this Video... Topic #2 I read a lot of financial articles every week. In fact, part of my job as an advisor is to understand what type of content is being put out there, what's going on in the marketplace, and what the media is talking about so that I'm able to be a guide and maybe a calming voice if necessary when clients and prospects come into the office and they have questions about things they're seeing or reading. There are people out ther
Mar 3112 min read


Why the 2 8% COLA for Social Security Isn’t What It Seems
The Social Security Administration just announced a 2.8% cost of living adjustment for 2026, but here is what they're not telling you.
Dec 3, 202512 min read


Escape Velocity: Inflation and Taxes in Retirement
If we want to grow our purchasing power over time and not just maintain it, we have to invest accordingly.
Jan 19, 20256 min read
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