Dave Ramsey vs. EverybodyFrom ThinkAdvisor.com [where I have been quoted in the past about healthcare cost planning], here’s the link. During a recent podcast, Ramsey blasted retirement spending researchers, calling them “supernerds” and “goobers” who “live...
Here's How To Become Our Medicare Client Completing this step does NOT obligate you in any way. PLEASE be sure to include your email, we will contact you within 24 hours. The Annual Election Period begins on October 15 and ends on Deember 7. You can: Enroll in any...
Healthcare Cost Planning Is A Huge, Neglected InputGoldman Sachs calls it the Financial Vortex (link), the need to balance current cash needs, with competing priorities resulting in financial stress. The article points out that 45% look to financial advisors viewed as...
My Latest Quotes In The Media Are Here Morningstar: Watch for this mail from Medicare. Missing out could cost you money and hurt your healthcare coverage. (Link) PlanAdviser: Americans Underestimate Health Care Costs’ Impact on Retirement Decisions (link) Don’t Worry,...
As a small business owner, you dedicate significant time and effort to nurturing and growing your business. Amidst the daily demands of operations, it can be easy to overlook the importance of planning for your own financial future and retirement. Engaging in...
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...
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...
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,...
The Ballooning Costs of Long-Term Care: A Comprehensive AnalysisIntroduction:There are many key findings and insights from the article "The Ballooning Costs of Long-Term Care" published by the American Action Forum (link). This informative piece sheds light on the...