Category: 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

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

Maximize an HSA to fund Medicare and other health expenses

Use the hat trick of tax-free cash for retirement care Published by InvestmentNews, Aug 20, 2015 @ 1:21 pm By Katy Votava Health savings accounts, which have been in existence for over 10 years, are becoming increasingly popular amid efforts