Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
retirement planning
Sensible Scenarios: Untying Knots for the Craigs
Grace and Henry, weary educators from Boston, grew disillusioned with their financial planning firm’s methods and decided to explore a fiduciary firm.
Housing in Retirement: What Can You Afford?
When thinking about housing options in retirement, we recommend planning to be flexible without having to be nimble.
Are You on Track to Retire?
Are you on track to retire? Here are a few things to look for and examples of couples asking themselves the same question.
Rick Miller Discusses Investing (and Turtles!) on NPR
Both stocks and bonds have decreased in value. Rick Miller appeared as a guest on NPR’s Weekend Edition Sunday to discuss that issue.
Sensible Scenarios: A Vacation Home Dream
Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked a financial planning firm.
Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road
When the Burkes wanted to take some time off and travel, they asked a financial firm to create a plan to help them get on the road.