As a high-income beneficiary, you might be subject to a surcharge on your Medicare Part B premiums known as the Income-Related Monthly Adjustment Amount (IRMAA). This can be a significant additional cost, so it’s essential to understand how it works and explore...
The Vital Role of Intergenerational Estate Planning Estate planning is often envisioned as a task for the later stages of life, primarily focusing on preparing for retirement and beyond. However, its true importance lies in managing assets for oneself and ensuring a...
As pre-retirees navigate the complex journey toward retirement, one critical aspect that demands attention is estate planning. While often overshadowed by investment strategies and retirement savings, estate planning is a fundamental pillar of financial security....
As you embark on your retirement journey, there are crucial financial considerations to address, with healthcare coverage topping the list. In a recent GoBanking Rates article titled “First Year of Retirement: 7 Money Moves You Absolutely Must Make,”...
As we approach the holiday season, financial planning becomes crucial to ensure a stress-free and enjoyable celebration. Larry Roby, a seasoned financial professional from SFA Wealth Management, recently shared valuable insights on early holiday shopping and financial...
