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Five Things Your Financial Advisor Should Be Doing to Add Value During the Coronavirus Pandemic

Of all the articles I have read, not one of them was written from a client’s perspective. After all, every truthful adviser will agree that it is times like these where financial advisers should be adding the most value to their clients—wouldn’t be useful to try and capture the client’s perspective in this? So, here is a list of ways your financial adviser should be earning their keep—written from what I believe to be the client’s perspective.

Estate Planning Investment Planning Social Security Tax Planning Insurance Planning Retirement Planning
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How Might the CARES Act Impact Your IRMAA?

If you’re currently on Medicare, and paying IRMAA surcharges, you might be wondering what impact the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act might have on your IRMAA surcharges. The short answer is that there does not appear to be anything in the Act that directly impacts your IRMAA for 2020. The longer answer, however, is that there still might be something you can do to lower or eliminate your IRMAA for 2020 or in the future.

Estate Planning Investment Planning Social Security Insurance Planning Retirement Planning
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What is a Life-Changing Event and How Does it Impact My Medicare?

If you’ve received an IRMAA (Income-Related Medical Adjustment Amount) letter in the mail, warning you of higher premiums for Medicare Part B and Part D because of your income level, you might be wondering whether you can reduce, or even eliminate your IRMAA. One of the most common scenarios in which you could do this is if you’ve had a life-changing event.

Social Security Insurance Planning Retirement Planning
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7 Things We Help Our Clients Evaluate When Shopping For Long Term Care Insurance

A good long-term care insurance policy is simply part of the answer to the question: “How can I afford long term care?” Long term care insurance (like everything else related to long term care) is not cheap, and it’s not for everyone. And the difference between a good policy and a bad policy is hidden in the details.

Estate Planning Investment Planning Social Security Insurance Planning Retirement Planning
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Financial Actions You Should Consider Taking BEFORE Year's End (If You're Still Working)

As we come to the end of the calendar year, people love to put together an end-of-year checklist for things that normally get overlooked throughout the rest of the year. Just as importantly, there are some opportunities that simply go away (at least for that calendar year) come December 31. If you’re looking to tidy up your finances going into the new year, here are ten places to start.

Estate Planning Investment Planning Tax Planning Insurance Planning Retirement Planning
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