By Mitchell Barr, Client Associate The ancient Greeks practiced polytheism, meaning they believed multiple deities controlled the fate of the world. However, they were not content to accept the will of the gods as it presented itself. They were constantly seeking to...
Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their early retirement years, George encountered a health care issue that forced them to reassess their future. Key Concerns: Determining an appropriate health care and housing decision plan...
Potential Part B Premium Spike in 2016 By Norm Miller, Senior Wealth Counselor The Social Security system contains two provisions to aid beneficiaries from a cash flow perspective. If inflation is negative, the COLA (cost of living adjustment) cannot be negative,...
By Thomas J. Connelly, CFA, CFP The 3.8% Medicare surtax on investment income that starts in 2013 is the primary issue here. The mitigation or avoidance of this surtax is achieved by the employment of two tactics; reducing investment income and/or reducing MAGI...
Do you have elderly parents or in- laws who still live alone? They may have started to show signs of needing assistance on a regular basis, and before the situation becomes dire- with a fall resulting in a broken hip or worse,-it makes sense to investigate other...
