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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


Ben Shapiro's Controversial Take on Retirement (And What He Actually Means)
Ben Shapiro just said something about retirement in America that got a lot of people very angry, and this is something that a lot of financial advisors don't often talk about. Let's check it out.
Jan 126 min read


What Should You Do in the Last Five Years Before Retirement?
Those last five years could make or break your retirement plan, and many people get them wrong. In this post, I'll explain why the last five years prior to retirement could possibly be more important than any other time period when it comes to retirement income planning.
Nov 5, 202515 min read
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