Article Fine-Tuning Your Medicare Coverage By Andrew Busa — October 3, 2022 With the Annual Election Period (AEP) approaching, Medicare recipients must decide whether to make changes to their plan or not.Read Morekeyboard_arrow_right
Article Early Retirement, Part 2: Health Care February 28, 2022 Continuing your health coverage can be a snap if you retire from full-time work after you hit age 65—simply switch from your employer-based plan to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here … Read Morekeyboard_arrow_right
Article Health Care for Early Retirement August 21, 2020 If you plan to work until age 65, continuing your health coverage can be a snap—simply switch from your employer-based plan over to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here are … Read Morekeyboard_arrow_right
Article Health Care Allocation in Client Portfolios November 19, 2019 In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right
Podcast Medicare Made Simple By Victor Colella, Andrew Busa, Brad Sharp — December 5, 2018 A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three experienced financial planning professionals, cover everything you need to know about Medicare and how to view it as part of your … Listen Nowkeyboard_arrow_right
Podcast Health Savings Accounts—Triple Tax-Advantaged Investing By Andrew Busa, Victor Colella, Kari Wolfson — October 11, 2018 Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management strategy.Listen Nowkeyboard_arrow_right