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Mid-June 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   An Unintended Consequence of the 2017 Tax Act: Estate Planning  The big change to the recently passed tax and jobs act of 2017 is the doubling of the integrated federal estate and gift tax exemption to ~ 11.2 Million for descendants dying [...]

By | 2018-10-25T12:07:55-04:00 June 16th, 2018|Estate Planning, Medicare|0 Comments

What Everyone Needs to Know About the Medicare Surcharge in 2018

Healthcare in retirement can be very expensive. If you are a pre-retiree planning for 20 or possibly 30 years of rising costs in retirement, it is critical to account for healthcare related expenses and an often-overlooked healthcare expense is the Medicare Surcharge. The Background In 1965, President Lyndon B. Johnson established Medicare as the primary [...]

By | 2018-04-19T14:13:57-04:00 April 19th, 2018|Medicare|0 Comments

Mid-April 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Here comes the Boom!:  Demographics  Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the United States may look like in the future. Over 73 million minors, under 18 years of age, currently out [...]

By | 2018-10-25T12:09:03-04:00 April 10th, 2018|Financial Planning, Medicare, Planning|0 Comments

Mid-March 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Amazon, Microsoft and Netflix Carry S&P 500 According to a recent wall street journal report, (dated 2/22/18), Amazon has accounted for 27% of the S&P 500 gains this year, followed by Microsoft and Netflix. Based on Dow Jones data Amazon, Microsoft and [...]

By | 2018-10-25T12:03:36-04:00 March 13th, 2018|Financial Planning, Investing, Medicare, Planning, Retirement|0 Comments