Take it Now or Wait?

¿Debería solicitar el Seguro Social ahora, o esperar unos años para obtener más? Bueno, hay varios factores que contribuyen a esa decisión. Escuche este episodio de podcast para aprender más.

Social Security & Taxes

¿Está sujeto a impuestos sobre sus ingresos de seguridad social? ¿Qué impuestos paga en la jubilación? ¿Cómo puede evitar los altos niveles de impuestos durante la jubilación?

Medicare Advantage vs Supplement

Your two options for covering most of the gaps that Medicare leaves behind come in the form of Medicare Advantage plans and Medicare Supplement aka Medigap plans.

Medicare Parts (ABCDs)

Medicare is notorious for its alphabet soup. Luckily, we’re here to help clear that up for you. We’ll go over each part to help you understand what it covers and what it costs.

Medicare & Your HSA

The decision of whether or not to go on Medicare often comes down to your HSA. We’ll help you understand how Medicare and your HSA work.

Prescription Drugs

Part D prescription drug plans are complicated and confusing. We take a deep dive into the details – including the notorious Donut Hole.

Fixing a Mistake

Have you already filed and think you may have made a mistake? Can you do anything at this point to fix it? Listen to this podcast episode to learn more.

Changing an Estate Plan

Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.