Our team frequently emphasizes the importance of having a stress-tested financial plan that prioritizes your financial and life goals and hedges against many forms of risk. When you think of things that eat away at your hard-earned wealth, what do you normally think of? Taxes, inflation, debt, and healthcare costs are typically top of mind for people, but what about natural disasters such as hurricanes, tornadoes, wildfires, earthquakes, and blizzards? Let’s talk about building a disaster preparedness plan.
The Medicare Annual Enrollment Period runs from October 15 to December 7. Here's a quick overview of what to consider during this timeframe.
Healthcare and taxes are two of the leading wealth-eroding factors in retirement in large part due to lack of planning. If you’re planning for retirement, it’s important to understand that Medicare is not 100% free, but parts of it can be. Let’s review the costs of Medicare.
Marty James, CPA, PFS | Modern Wealth Management Managing Director
Making his third appearance on The Guided Retirement Show, Marty James, CPA, PFS joins Dean Barber to discuss how to qualify for Affordable Care Act subsidies. Qualifying for the Affordable Care Act subsidies can greatly reduce the cost of health insurance prior to becoming eligible for Medicare. Who doesn’t want that?! Marty and Dean are both excited to touch on this topic, so let’s see what they have to share.
Taylor Garner | Owner | Garner Insurance Agency, LLC
Garner Insurance Agency, LLC Owner Taylor Garner joins Dean Barber again on The Guided Retirement Show to discuss Medicare changes in 2023.
Matt Kasper and Logan DeGraeve tackle the crucial topic of rising long-term care costs on the Modern Wealth Management Educational Series.