I love to see photos of the women’s marches back in the first part of the 1900s. When women took a bold stance to win their right to vote. It’s been over 100 years since women rallied for such an important cause. Today, we may need to once again lace up our walking shoes to fight for another critical right. We need to fight for married women and 401(k)s. The laws on the books … [Read more...] about Married Women and 401(k)s: I Want My Half
Working After 70? Your Social Security Claim Triggers Medicare Part A (Part 3)
Don’t leave money on the table, or overcontribute to your HSA If you’re planning on working after age 70, you may run into a different situation with Medicare. But not because of Medicare. Rather, it has to do with your Social Security claiming strategy. And you may find you’ve been overly generous in contributing to your HSA. To build more details of all the HSA and … [Read more...] about Working After 70? Your Social Security Claim Triggers Medicare Part A (Part 3)
Planning for Life As A Retiree: It Doesn’t Just Happen
Back in 2015 I wrote a post asking, "What will you be doing in retirement?" It was geared more towards women, as it was an off-shoot to my first book, What's the Deal with Retirement Planning for Women. Since then, the topic has morphed. I find more and more people struggling with the very idea of retiring. Just look at our President and most of the Congress! In a nutshell, … [Read more...] about Planning for Life As A Retiree: It Doesn’t Just Happen
Medicare Part A Retroactive Period Effect on HSA Contributions
(Part 2) There’s a 9-month retroactive period. Not a 6-month look-back So many older workers are caught off guard when it comes to signing up for Medicare Part A. These are folks well past age 65. Surprise! Part A comes with a retroactive period. And it has a nasty effect on HSA contributions. The vast majority of folks I work with have continued employment after … [Read more...] about Medicare Part A Retroactive Period Effect on HSA Contributions
Is a Medicare Advantage Plan Right for You?
A $0 monthly premium should be a clue Are there really any advantages to Medicare Advantage plans? Over 50% of retirees on Medicare have assigned their benefits to a private, for-profit health insurance company. I can assure you, these 32 million people have no idea what they’ve signed up for. But they think a zero-dollar monthly premium is a great advantage. But is a … [Read more...] about Is a Medicare Advantage Plan Right for You?
