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End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2018. What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then...
Is Now the Right Time to Go Roth?

Is Now the Right Time to Go Roth?

Will federal income tax rates ever be lower than they are right now? Given the outlook for Social Security and Medicare (read our blog “The 9 Facts You Should Know About Medicare”), it is hard to imagine them falling much further. Higher federal income taxes could...
How Medigap Choices Are Changing

How Medigap Choices Are Changing

Plan F is fading away, and Plan G may become the most selected option. Soon, the most popular Medigap policy will no longer be sold. Seniors will lose the chance to buy Plan F in 2020 as well as the less popular Plan C.1,2 These policies cover Medicare’s Part B...