Insurance

Estate Planning Article

Inherited IRA Rules and the SECURE Act

The rules of inherited IRAs can be extremely difficult to understand due to the SECURE Act, yet they must be understood. The IRS has issued its final SECURE Act regulations, so we’re going to review the inherited IRA rules and explain how they can affect different beneficiaries.

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Insurance Article

What Is IRMAA? Medicare Income-Related Monthly Adjustment Amount

Have you heard of the acronym "IRMAA?" It stands for Medicare income-related monthly adjustment amount, which is a surcharge on Medicare Part B and Medicare Part D premiums. Nobody wants to pay any more than they need to for Medicare, so let’s review the nuances of IRMAA.

Insurance Article

Blue Cross and Blue Shield of Kansas City Exiting Medicare Advantage Marketplace

Blue Cross and Blue Shield of Kansas City’s Medicare Advantage Plan will cease to exist after December 31, 2024. Modern Wealth Management Director Dean Barber was joined by Medicare Consultant Tom Allen to break down the implications of the changes for those who have this plan.

Insurance Article

Mitigating Inflation on Healthcare Costs with These 7 Strategies

Are rising healthcare costs on your mind? Let's explore potential strategies for mitigating inflation on healthcare costs.

The Guided Retirement Show

Insurance Podcast

Affordable Care Act Subsidies – How to Qualify for Them with Marty James, CPA, PFS

Episode 104 | 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.

Insurance Podcast

Medicare Changes in 2023 with Taylor Garner

Episode 79 | 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.

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Video

Rising Long-Term Care Costs

Matt Kasper and Logan DeGraeve tackle the crucial topic of rising long-term care costs on the Modern Wealth Management Educational Series.