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2024 By The Numbers

December 14th, 2023
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Social Security benefits, Medicare premiums, and contribution limits are increasing in 2024. Here is a look at 2024 by the […]

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Who Pays Taxes on Social Security And Why?

November 9th, 2023
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Social Security is an important part of your retirement income. That’s why we wade through all the options (up to […]

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Medicare Part B Premiums to Increase in 2024

October 12th, 2023
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The standard monthly cost of Medicare Part B will increase by 6% in 2024. Medicare Part B covers certain doctors’ […]

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It’s Almost Time to Revisit Your Medicare Plan

September 14th, 2023
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Hello, it’s me — your friendly Director of Medicare, AnnaMarie Morrow, here to remind you to start thinking about the […]

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Three Part Series On Social Security: Part Three

August 10th, 2023
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How a Job Impacts Social Security This Retirement Report is the last in a three-part series on Social Security. Click here […]

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Three Part Series On Social Security: Part Two

July 13th, 2023
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“The Social Security shopping mall has 81 stores for married couples.” There are a lot of opinions, articles, and information […]

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Three Part Series On Social Security: Part One

June 8th, 2023
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This is the first in a three-part series on Social Security. Look for part two on spousal benefits in the […]

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Eight Things Medicare Doesn’t Pay For

May 18th, 2023
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Original Medicare (Parts A and B) covers many medical and hospital services. But some of the things it doesn’t cover […]

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My Take on the Debt Limit and Bank Crisis

April 13th, 2023
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When we set up Your Merkle Plan, we talked about legislative risk – how what happens in Washington can impact your […]

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How 5 Types of Retirement Income Are Taxed

March 9th, 2023
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Not all retirement income is taxed the same. We explore five types of retirement income and how the federal government […]

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A Guide to SECURE Act 2.0

February 9th, 2023
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New laws are changing the landscape of retirement – again. SECURE Act 2.0 consists of more than 90 retirement provisions, […]

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Why It’s Going to be a Great Year

January 12th, 2023
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2022 was a good year. I’m serious. I know, I know. There was a market correction, interest rates pushed borrowing […]

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Take the Surprise out of RMDs

December 15th, 2022
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You’ve spent decades saving for retirement, likely taking advantage of tax-deferred accounts like 401(k)s or traditional Individual Retirement Accounts (IRAs). These are great […]

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Legacy Planning: Revocable Trust vs. Irrevocable Trust

November 10th, 2022
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Many people believe that a trust is only for the wealthy. In reality, many families and individuals could benefit from […]

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Year-End Tax Planning Strategies

November 3rd, 2022
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Tax planning is an essential component of a customized retirement plan. We’ve seen first-hand how long-term tax planning strategies can increase your retirement savings. […]

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Retiring With a Pension? Interest Rates are Impacting Your Lump Sum

October 20th, 2022
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Attention pension plan owners! This information is for you. As interest rates are rising, pension plan lump sum payouts are […]

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Retirees to Receive Historic Social Security Pay Raise

October 13th, 2022
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Social Security beneficiaries are getting a historic benefit increase. The Social Security Administration announced today that they will receive an […]

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A Look at the History of Social Security as COLA Bump Nears

October 6th, 2022
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Any day now, retirees should find out what their Social Security raise will be for 2023. Experts are predicting the […]

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Medicare Part B Premium Will Decrease in 2023

September 29th, 2022
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It’s not very often that we get to tell you about the cost of something going down, but today is […]

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7 Reasons People Retire Earlier Than Planned

September 22nd, 2022
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For 32 years, the Employee Benefits Research Institute has been surveying Americans about retirement. Here are the top seven reasons people […]

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Long-Term Care Readiness

September 15th, 2022
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Someone turning age 65 today has almost a 70% chance of needing some type of long-term care services in their […]

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Spousal Succession Plan

September 8th, 2022
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A little planning now can go a long way when life takes unexpected turns. That’s why we’ve put together a […]

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Medicare Annual Enrollment is Almost Here

September 1st, 2022
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It’s easy to think of Medicare as a one-time thing. Three months before you turn 65 or up to three […]

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Possible Social Security Changes for 2023

August 18th, 2022
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Another big cost-of-living adjustment (COLA) could be coming for Social Security recipients in 2023. Social Security Administration officials recently confirmed […]

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Understanding Financial Designations

August 11th, 2022
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On our website, TV show, podcast, or YouTube channel, you may have noticed various letters behind the names of the […]

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Income Tax Law Changes and Your Retirement

August 4th, 2022
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Many pre-retirees and retirees are cheering as Iowa joins a growing list of U.S. states that do not tax your retirement income. […]

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7 (More) Great Ways to Spend Your Time in Retirement

July 28th, 2022
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Are you ready to retire but unsure what to do with all the extra free time? You’re not alone. Here […]

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7 Great Ways to Spend Your Time in Retirement

July 21st, 2022
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We often hear, “I just don’t know what I would do if I retired.” They are ready to say goodbye […]

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