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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


5 Reasons to Claim Social Security Early (Even at Age 62)
Lots of people say that you should delay your Social Security as long as possible, possibly even deferring all the way to age 70. But for millions of Americans, that could be terrible advice. In fact, there are some very real reasons why claiming as early as age 62 may make sense.
Nov 11, 20257 min read


The "New Economics of Retirement"
Goldman Sachs just published "The New Economics of Retirement." I'll give you some highlights.
Oct 31, 20254 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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