We explore several key topics that can have a lasting impact on your retirement strategy—from making the most of Health Savings Accounts (HSAs) and navigating Medicare enrollment to understanding how IRMAA surcharges can affect your Medicare premiums and planning for the potential costs of long-term care.
Whether you’re reviewing deductions, planning charitable gifts, or preparing for future expenses, these changes present meaningful opportunities to strengthen your financial strategy with clarity and confidence.
The economic picture is complicated: growth has held up surprisingly well, inflation remains above target, and political developments are adding uncertainty. Rather than highlighting a single storyline, we believe it is more helpful to step back and consider the full set of forces that shape the outlook.
Starting a new job is an exciting milestone and a fresh chapter both personally and professionally.
In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.
Inside this guide, you will find essential insights on disability insurance, estate planning, life insurance post-diagnosis and strategies for itemizing medical expenses. We also discuss how these factors can impact your overall financial plan.
As 2023 comes to a close, we share some valuable year-end planning tips to ensure that you end this year and begin the next year feeling well informed and prepared for what’s ahead.
Download the 2023 Financial Planning Update
Download our 2 page summary on the key provisions effecting individuals.