As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.
We get questions all the time about Medicare. It can be confusing when there are Medicare parts A, B, C and D and supplements. Today we are welcoming a guest who has been in the Medicare industry for more than 30 years.
Today’s Smart Money Question: If you’re getting close to retirement, you may be envisioning what that next chapter will look
This week marks an important milestone in Maggie’s journey with cancer. We’ll give you an update about her health. We’ll also discuss Medicare and help you understand it better.
We love to feature your questions on the podcast. Join us as we answer your email questions on Social Security, market recessions, and inherited stocks.
Retiring early is a tempting goal, but it’s not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.
Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
Taking an early retirement is tempting, but have you considered your health insurance options? Matt reviews your coverage options in lieu of Medicare.
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