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Finishing Well

Jan 23, 2021

The Secure Act made changes to your IRA contributions, especially at ages 70 and 71. If you are at these ages, or are coming up on them, you are going to want a plan in place for your retirement savings. 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on...


Jan 16, 2021

Most clients who come to us saying they are self insured for long term care - but do you really know what this means? Hans goes over what being properly self insured for long term care actually entails!


Jan 9, 2021

At the beginning of every year, there is a Medicare Advantage Open Enrollment Period. Hans goes over what this period allows Medicare beneficiaries to do, as well as the 3 other periods! 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on...


Jan 2, 2021

Almost every year, Social Security beneficiaries get an increase in their checks, called COLA, or the cost of living adjustment. Hans goes over how much that is for 2021 and why it matters to you! 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon...


Dec 22, 2020

Hans & Robby help us understand this sometimes confusing but very important topic.  Just another step in Finishing Well!