Medicare ABCs Is Released For SubscribersFor Medicare newcomers, a must, since people don’t read books anymore.For existing beneficiaries, changes are almost a certainty, you need to stay up to date. The cost of not doing so? You could be wasting your own money, lots...
In theory, I am wildly underpaidI already know that the Comprehensive Financial Planning service can literally transform the way that a household looks at its financial future. I have receipts, and I am pretty sure clients will say so, publicly.At $3000 for a lifetime...
Medicaid Unwinding: Help Your NeighborThere is no community unaffected. Medicaid is being cancelled for those that no longer qualify, due to the Public Health Emergency ending. On this newsletter, I have stated that the existing predictions of how many were too low,...
Health Insurance Is A TaxHandled correctly, people can retire early. Handled poorly, a surprise tax bill of more than $10,000 can await you. I have witnessed this, every single year.It’s a central idea to understanding financial anything. Just follow the cash flow....
Take Back Control? Stop Jibber-JabberKFF is a great organization, the people are highly qualified, I have read the biographies of those responsible. The facts of what are reported are going to be accurate, in the overwhelming number of instances. However, even KFF is...
The Agonizing Lesson From WimbledonHere Is What People SayI’ll get around to it laterThat won’t / can’t happen to meI have the money for that, I don’t need to consider this other stuffMy opportunity will come againFull credit to Carlos Alcaraz, 20 years old, who beat...
Mr. Market Has Given Many People A GiftThe market is higher in 2023, that is clear. Balances have not returned back to 2022 levels, unless you have been almost entirely in semiconductors and the largest Nasdaq companies (META, NVDA, MSFT, AAPL, TSLA, GOOGL). Even with...
IntroductionUniversal life insurance is a powerful financial tool that offers individuals the opportunity to secure their future and achieve long-term financial stability. With the numerous benefits it provides, universal life insurance has become an attractive option...
Subscriber Offer: Free Copy and Medicare ABCs WebinarSeptember 28, Noon ETPaid subscribers will receive a URL where the webinar will be available. New regulations require me to tell others whether your information will be distributed in any way: we have never...
Medicare Beginner’s CornerFor those brand new to Medicare, these introductory short videos. Don’t forget to subscribe!Jae’s Corner on YouTube (click here).Maximize Your Medicare on YouTube (click here).
Medicare Questions & Medicaid RedeterminationI owe Art a debt of gratitude that I will not be able to repay; I have appeared on his shows well over 20 times (nearing 30 now) over the past decade. He is a legend, a member of the Michigan Broadcasting Hall of Fame,...
Protected Lifetime Income Study Disclaimer: I am an Education Fellow at the Alliance For Lifetime Income. It’s a groundbreaking piece of research, really. It’s clear that people want a protected lifetime income, are they getting the information and advice they need to...