Why Wealth Management Is About So Much More Than Retirement

What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after? Here are three reasons why: 1. You’re healthy, but inflation is killing you. Quit planning like you die at retirement.  Throw

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Watch out for IRMAA – Who’s that, you ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees.  The standard Part B Medicare premium in 2018 is $134.  What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B

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A Night of Networking and Golf – all for a good cause!

We are excited to announce that we will be hosting a networking event at Fore! Golf Entertainment on March 28th from 6-9pm. (Due to the weather, this has been rescheduled from the 21st.) All proceeds will benefit Waypoint Adventure, a nonprofit that uses outdoor adventures to challenge youth and adults with disabilities to discover their purpose,

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