When to stop HSA contributions before starting Medicare at 65 Have you been trying to figure out when to stop your contributions to an HSA? And why the rules are so hard to figure out? Not to mention, all the different information out there? What is going on? It’s important to realize there is a highly misunderstood HSA-Medicare connection. The rules are messy and … [Read more...] about The HSA-Medicare Connection (part 1)
Social Security
Social Security is NOT Going Bankrupt (Again)
Around noon on Friday, March 30th, I was giving a presentation for the Financial Planning Association of New England. It was on one of my favorite topics: Social Security. The first question I asked the audience was “When is Social Security going bankrupt?” Most people said around 2034. That’s what pretty much everyone thinks. The problem is that’s not the answer. Social … [Read more...] about Social Security is NOT Going Bankrupt (Again)
2023 Medicare Part D Open Enrollment Season
Updates and Actions to Take It is October 2022, and your 2023 Medicare Part D Plans are officially open for reassessment. The annual window to take a new look at your prescription coverage is open. Known as the Open Enrollment Period, it runs from Oct. 15 thru Dec. 7. After that, you are stuck with your Part D plan for all of 2023. Even if you find out that your 2022 Part … [Read more...] about 2023 Medicare Part D Open Enrollment Season
2023 Medicare Part B Premiums Just Released…
…and there is good news I always know when there’s big industry news day because my daily enews reports come flying in with similar headlines. Today was a good day. The Centers for Medicare and Medicaid Services (CMS) announced the 2023 Medicare Part B Premiums. And be still my heart…they are actually lower than the 2022 premiums. The Standard Part B … [Read more...] about 2023 Medicare Part B Premiums Just Released…
Ready to Claim Social Security?
Find the checklist that fits your situation You may have heard me talk about Social Security during a webinar, workshop, or podcast. Or you might be an avid reader of my Social Security articles. I hope you do both! Even if not, those who are 50 or 55 and older are thinking about Social Security. And those in their 60s are feeling like they are ready to claim Social … [Read more...] about Ready to Claim Social Security?
