by brownuser | Aug 17, 2023 | Articles
If you are trying to reduce your tax burden in retirement, one way to do that is to make a charitable contribution from funds in a traditional or Roth individual retirement account. There are multiple benefits to you for making a qualified charitable distribution. The...
by brownuser | Aug 15, 2023 | Articles
Big changes are coming to Medicare Part D drug plans in 2024 and 2025 that will significantly reduce the out-of-pocket costs for seniors, and for many of them eliminate the restrictions of the “donut hole.” The rules were part of last year’s...
by brownuser | Aug 10, 2023 | Articles
Health professionals encourage home care for recovery when it is possible, and insurance companies may encourage it as well to reduce the cost of care for themselves and patients. Additionally, as more baby boomers enter their golden years and wrestle with the onset...
by brownuser | Aug 8, 2023 | Articles
Having a life insurance policy is a must for anyone with a family reliant upon their income. If you were to die without a life policy to protect your family, they could very easily find themselves in an insurmountable financial crisis. A life insurance policy works to...
by brownuser | Aug 3, 2023 | Articles
Too many families and small business owners overlook the foundational financial planning step of getting sufficient life insurance protection in place. According to LIMRA, about 48% of U.S. families are significantly underinsured, and about 37 million Americans have...
