Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
As a grandparent, if you have custody of your grandchild, you may be eligible for tax breaks.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Arun Gupta, an estate planning attorney with Reeves Law, PC, to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider.
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.
