Whether you need medical care while traveling, in the comfort of home, or you want the flexibility to see any medical doctor or specialist that accepts Medicare, a Medicare Supplement plan may be just what you need. As you prepare for the next chapter of your journey,...
The benefits of Medicare are initially activated when you turn 65. That is when you first enroll in this federal healthcare program for seniors. But what if you are still working at the age of 65 and don’t want to officially retire? Medicare enrollment and retirement...
Whether you are already part of the nearly 60 million enrollees of the program, or are looking to join its ranks soon, we are here to help you answer the most commonly asked question – how to choose the right Medicare plan for you. Before you apply for Medicare, it is...
To help bring clarity, we have compiled a “New to Medicare” checklist to help you out with all the basic Medicare information that you’ll need. Before 1965, Americans over the age of 65 had difficulty gaining access to private health insurance coverage....
Stress is a significant contributor to declining health and wellbeing; it has even been identified as a primary cause of cardiovascular diseases, mental health disorders and the weakening of the immune system. Stress is a significant contributor to declining health...
This article explores the scope of Medicare coverage for dementia patients. Since dementia is progressive in its different forms, it can develop over a number of years and is classified into multiple stages. Why is dementia a rising concern? Dementia is recognized as...
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...
Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs. However, the US...
June 8th, 2020 Chadd Mason, CEO The Cabana Group Perception is Not Reality We have spent the past few weeks discussing the need to have a rules-based process in place that helps to take the emotion out of investing when markets appear to disconnect from what we...
Millions of Americans have been directly affected by the coronavirus pandemic, from both a health and financial perspective. With thousands of businesses shuttering to slow the spread of the virus, approximately 10 million workers have filed for unemployment benefits...
By Sarah Brenner, JD IRA Analyst The SECURE Act has upended the rules for inherited IRAs. One area the new law completely changes is the rules for successor beneficiaries. Here is what you need to know: Who are successor beneficiaries? The successor beneficiary is the...
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...
By Sarah Brenner, JD IRA Analyst Question: Good Morning, I have a question in regards to Roth 401k vs Roth IRA. Can you roll over your Roth 401k to a Roth IRA to avoid the RMD that must be taken when the individual reaches 70 1/2 with a Roth 401k? Thank you. Carol...
