Social Security & Medicare
Medicare may come as a relief when you become eligible. Not only does it provide coverage regardless of pre-existing conditions, but…
Retirement is the perfect time to explore the world. You have worked hard for decades, and now you finally have the…
Turning 65 is a milestone that brings many changes, and for most, the transition to Medicare is the most significant. You…
A new analysis of patterns of mental health care access for people switching from Medicare Advantage (MA) to Original Medicare (OM)…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed…
Tax Planning
See MoreBack in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year Guaranteed Annuity (MYGA). A MYGA,…
Latest Posts
If you’re a book lover, we have a few book-inspired trips that can help jumpstart…
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It feels like we’ve seen more layoffs happening among clients at our financial planning firm…
There was plenty of movement among financial advisors ahead of the Thanksgiving holiday week in…
Money certainly can’t buy good taste, but in these affluent small cities and towns, good…
Merit Financial Advisors, an Alpharetta, Ga.-based registered investment advisor with $20.78 billion in client assets, has acquired…
Tax Planning
Back in 2020, I bought a 5-year deferred fixed annuity, also known as a Multi-Year…