Medicare Planning Resources and Reminders October 31, 2025 Several updates are coming next year as part of ongoing healthcare reforms. Medicare premiums and deductibles are expected to rise modestly, while prescription drug coverage will see meaningful improvements –...
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
Rising Home Insurance Rates Sweep the Country, Especially Florida and Coastal Regions Homeowners in Florida may be experiencing an insurance frenzy as a perfect storm of lagging policy and increasing home values are causing their home coverage policies to skyrocket,...
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
Retirement Saving on Your List of Resolutions? Good News for 2023. December 30, 2022: The season of resolutions is upon us. For investors with the goal of boosting retirement account balances on their list, the IRS’s announcement on October 21, 2022 brings good news....
