Preparing for retirement requires a projection of expenses that capture the lifestyle of your dreams. Paying for Medicare beginning at age 65 is one of the most anticipated costs for retirees. But every client I have ever prepared for retirement was unaware of a term called IRMAA and the possible unexpected cost. This additional premium may not show up until a dozen years into retirement, but when it does, you could be paying it for the rest of your life. Let’s explore the impact of this … [Read more...]
How Can A Financial Advisor Help?
A Financial Advisor can help you: assess your current financial situation. create a realistic plan to meet your financial goals. understand how to meet your financial and retirement goals. put your financial plan into action and monitor your progress. update your financial plan to grow with your changing needs and goals. … [Read more...]