three-key-medicare-decisions Retirement Planning Related Topics 
Nerd's Eye View
FEBRUARY 17, 2023
Also in industry news this week: A court ruling this week vacated Department of Labor guidance that a one-time rollover recommendation from a company plan to an IRA would trigger fiduciary duty requirements under ERISA Vanguard’s CEO this week indicated the firm plans to invest heavily in direct indexing amid the growing use cases for the strategy (..)
Nationwide Financial
NOVEMBER 23, 2022
Yet even though many farmers lack a “plan” for retirement in the traditional sense, farmers still need the help of financial professionals. First, farmers need a trusted financial professional to help them understand how decisions around Social Security and Medicare will impact their finances. citizen, or.
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WiserAdvisor
MARCH 28, 2024
With the average Gen X household boasting a mere $40,000 in retirement savings, according to the National Institute on Retirement Security, the need for prompt action becomes even more apparent in your 50s. However, despite the challenges, there are strategies to catch up on your retirement savings.
Carson Wealth
JANUARY 3, 2023
But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. . The following are some of the key documents you should consider including in your estate plan.
Ballast Advisors
SEPTEMBER 15, 2023
For those nearing age 65, it’s essential to understand the paths in and around Medicare regarding your financial plan. As a full-service financial planning firm, Ballast Advisors works closely with seasoned professionals in many areas of personal financial planning , like health insurance. You have choices.
WiserAdvisor
JANUARY 16, 2024
Examining the spending patterns of the typical 65-year-old can help you make informed decisions about your own financial future. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. household was $121,700.
Nationwide Financial
SEPTEMBER 6, 2022
Your clients likely have many questions like “how to choose a Medicare plan” or “what is the best Medicare plan for me?”. Today, I am sharing key insights into Medicare coverage options as well as questions for you to consider asking when it comes time to make Medicare enrollment decisions with your clients.
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