Medicare

2026 Projected Medicare Premiums, IRMAA Brackets and Surcharges

By |2025-12-18T09:19:17-05:00December 18th, 2025|Financial Planning, Medicare|

As Medicare recipients plan and budget for healthcare expenses next year, the common question is, “What will Medicare cost.” And no wonder. The cost of healthcare for America’s senior citizens is out of control. According to a report from RBC Wealth Management , the projected lifetime cost of care for an average 65-year-old couple is $683,306—and that doesn’t factor in long-term care costs, [...]

Year-End Financial Checklist For 2025

By |2025-12-01T02:23:59-05:00December 1st, 2025|Estate Planning, Financial Planning, Medicare, Retirement Planning, Social Security, Taxes|

When you look back over the previous 12 months, you might be surprised at what may have changed for you, whether in terms of the economy at large, your individual finances, or your personal circumstances. That’s why the end of the year is a great time to reflect and to prepare for the year ahead. Maybe you want to pay off [...]

Medicare Open Enrollment 2025

By |2025-11-05T13:44:20-05:00November 5th, 2025|Financial Planning, Medicare|

When is the last time you reviewed your Medicare coverage? If it’s been a while, now is a great time to do it. The annual Medicare Open Enrollment window is open and runs through December 7. You can compare plans to make sure you have the best one for your situation. This is the time when you can make any [...]

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