Retirement Planning

March 15, 2019

Saving for Retirement—A Second Chance

Sometimes life gets in the way of our long-term financial goals. This is especially the […]
June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018

Three Types of Help for Seniors

In my last article I wrote about choosing a continuing care retirement community and the differences among […]
July 15, 2017

Should I Buy Long-Term Care Insurance?

The Short Answer: Bear the risks you can afford; insure those you can’t. At Bragg […]
May 15, 2017

Choosing a Retirement Community: Navigating the Choices

We’ve all heard it: “Be sure to move while you can still walk in.” That […]
May 15, 2016

Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]
April 15, 2016

Frequently Asked Questions about Medicare

Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
April 15, 2016

Medicare IRMAAs

What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016

Social Security and the Bipartisan Budget Act of 2015

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]