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Tag: Finishing Well

Medicare Annual Enrollment is ending, what does that mean for you?

Look at your Medicare Advantage Plan If you are currently enrolled in a Medicare Advantage plan, it is very important that you verify that all...

What Does the Social Security Full Retirement Age Mean?

What is my full retirement age now? Full retirement age(FRA) is based on the year you were born. If you were born on January 1st,...

How Every State Taxes Differently in Retirement

Retirement taxes in Alabama Alabama fully exempts Social Security retirement benefits and payments from traditional pension plans from income taxes.  Alabama has pretty high sales taxes,...

The 4 Essential Estate Planning Documents

4. HIPAA Release At this point, most people are familiar with HIPAA, or the Health Insurance Portability and Accountability Act of 1966. This act protects...

Life Insurance, Lifetime Long Term Care coverage, and Guaranteed Premiums: An example of a Hybrid Long Term Care Policy

Effectively, this couple is going to pay $19,285 a year, or around $1,600 a month, to get coverage for both of them. They will...

What is qualified money and non-qualified money?

Understanding Qualified Money Qualified money basically refers to money in retirement accounts, such as IRAs, 401(k)s, and 403(b)s.  ERISA, or the Employee Retirement Income Security Act,...

When does Medicare cover Long term care?

Medicare coverage for Assisted Living Facilities Assisted living facilities allow residents to live independently while having access to 24-hour care and assistance.  For many people, moving...

Medicare Annual Open Enrollment 2020: Everything you need to know

You can move from a Medicare Supplement to a Medicare Advantage Plan Unless you are just starting Medicare, or you qualify for a special enrollment...

Do I have to start my Social Security if I start my Medicare?

Sign up for Medicare with the Social Security Administration For both Medicare and Social Security, when you want to start your benefit, you are going...

When do I need a financial planner along with a CPA in retirement?

How does a CPA or Accountant help retirees? A CPA, or a Certified Public Accountant, is going to help you specifically with filing and preparing...
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