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Medicare Quick Facts WHAT IS IT? Medicare is a federal health insurance program for people 65 and older, as well as certain disabled individuals. DO I HAVE TO ENROLL? Yes. If you have not been receiving Social Security benefits for at least four months prior to...
HELP! MY SPOUSE WANTS NOTHING TO DO WITH OUR FINANCES. What do I do? By: Kathryn Barnett, Financial Advisor Below is a scenario that I have encountered that I think is familiar to all of us. I don’t know what to do. I recently received a grim prognosis, and I am...
Reflecting Your Values Through Investing Money talks is an adage many of us have heard our whole lives. Money is the transactional element of our lives that keeps the world running as we know it, and how you spend your money does say a lot about you. Value-based...
Optimizing After Tax Wealth During a Volatile Market: Gifting What is type of gifting should someone consider during a volatile market? During a volatile market, an individual should consider gifting to – Family members or other people (This is not a conversation...
Optimizing After Tax Wealth During a Volatile Market: Roth Conversions What is a Roth Conversion? A Roth Conversion is transferring assets in kind from a traditional IRA to a Roth IRA. Why are Roth Conversions advantageous? The benefits of a Roth account are –...
Optimizing After Tax Wealth During a Volatile Market: Tax Loss Harvesting What is Tax Loss Harvesting? Tax Loss Harvesting is a tax strategy that allows a client to: strategically sell investments that have declined in value harvest that loss to use against realized...