Category: retirement planning

How to effectively use health savings accounts for health care in retirement

A Health Savings Account is one of the best ways to have retirement cash-flow that is excluded from Medicare’s equation Mar 7, 2016 @ 11:35 am By Katy Votava for Investment News A recent theme of my articles has been

Posted in HSAs, Medicare, retirement planning

Medicare, reverse mortgages and the complexities of retirement planning

There is a critical nexus between financial advising, tax planning and health care planning that is more and more important in today’s world Feb 8, 2016 @ 3:08 pm By Katy Votava for InvestmentNews My column last month about how

Posted in retirement planning

How reverse mortgages can help stave off Medicare surcharges

Jan 15, 2016 @ 11:39 am By Katy Votava for InvestmentNews While we were reveling in New Year’s festivities, Medicare ushered in a new income scale as the basis for Medicare high-income surcharges. The bottom line is that more of

Posted in retirement planning