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6 Things Medicare Won’t Cover

2021-07-12T15:17:52-05:00June 30th, 2021|Blog|

6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and skilled [...]

4 Above-the-Line Deductions for Taxpayers Who Don’t Itemize

2021-03-08T18:16:06-05:00March 8th, 2021|Blog|

4 Above-the-Line Deductions for Taxpayers Who Don't Itemize By: Stacey Nickens The 2017 tax reform legislation increased the standard deduction, such that few taxpayers itemize their deductions. In 2020, the standard deduction is $12,400 for single filers and $24,800 for joint filers. Few taxpayers will accumulate enough individual deductions to exceed the standard deduction and [...]

Financial Lessons We Can Learn From 2020

2021-01-08T16:10:51-05:00January 8th, 2021|Blog|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always teach [...]

Q & A: Should I keep my life insurance during retirement?

2020-09-10T10:07:22-05:00September 8th, 2020|Blog|

Q & A: Should I keep my life insurance during retirement? By: Stacey Nickens September is National Life Insurance Awareness Month. You might wonder if you should keep your life insurance policy in retirement. Your kids are likely out of the house, and you may no longer feel the need to insulate against the loss [...]

Special Healthcare Enrollment Period Announced

2016-11-22T21:57:31-05:00February 24th, 2015|Blog|

A special healthcare enrollment period will open from March 15 to April 30 for uninsured tax payers facing a penalty when filing their 2014 return. While these tax payers will still have to pay the "shared responsibility payment" for the 2014 tax year, they will have the opportunity to avoid the fine for the 2015 [...]