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Service Categories: Health

  • Jeff Batson

Medicare

What Medicare plan do I want? There are 2 Medicare paths to take Medicare choices are confusing. We, and some clients, term it an alphabet soup. There are, however, some good things about Medicare choices (unlike Social Security). You can change your choice throughout your lifetime. There are 2 distinctive choices, and then choices with […]

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  • Jeff Batson

Long Term Care

Long-Term Care 70% of folks over 65 will need some sort of long-term care (LTC) in their lives. Medicare does not cover LTC, except for a brief period after an in-patient hospital stay. 20% of LTC need is for over 5 years. So the question is – “What is the plan?”. The largest payor (30%) […]

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Recent Posts

  • Rule of 55 and IRS Rule 72(t) SEPP
  • Video | 3 Reasons to Prioritize Income over Assets
  • The RMD minimum is not a recommendation
  • 2027 Social Security changes
  • Taxes are on sale

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Recent Posts

  • Rule of 55 and IRS Rule 72(t) SEPP
  • Video | 3 Reasons to Prioritize Income over Assets
  • The RMD minimum is not a recommendation
  • 2027 Social Security changes
  • Taxes are on sale

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  • Market Outlook
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  • Social Security
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