The ABC’s of Medicare
…as Medicare Advantage, is an alternative to Original Medicare in which Part A and Part B coverage is obtained through a Medicare-approved private insurance company. These plans usually include Medicare…
…as Medicare Advantage, is an alternative to Original Medicare in which Part A and Part B coverage is obtained through a Medicare-approved private insurance company. These plans usually include Medicare…
…taxes, and/or hefty estate or inheritance taxes. From a “maximizing inheritance” perspective, it may come as a surprise that where you live is often less important than where you die….
Think identifying the next Apple or Microsoft is difficult? Try being a diversified investor—now that’s really tough. Diversified portfolios are simply those comprised of numerous asset classes, the individual results…
…five elements to create a portfolio that represents who you are—vocational and professional pursuits, ongoing learning, recreation, relationships with family and friends, and giving back through humanitarian or community engagements….
…also for 10 years but didn’t start until age 30, you’d have just $71,000. Start early. Time and compound interest are a huge tailwind. Be curious. Thanks to discoveries in…
…complete picture of wealth. Wealth can also be intangible, and that’s often where real value begins. Two types of wealth that I value are time wealth—the freedom to pursue what…
…to coming to work. On this score, I’d say Vista shines. In 2017, our company embarked on a unique multi-year partnership with Every Child Oregon, an organization that connects community…
…drooling over anything tech, aggressively trading on superstars like America Online, Microsoft, and (infamously) MCI WorldCom and Enron. I remember those heady days. Buoyed by their “success,” several of my…
Last month, the price of previously unloved GameStop stock surged more than 400% in two trading days as a small but spirited community of retail traders rallied against Wall Street’s…
…interests first. Be curious and brave. Don’t be afraid to try new things, especially when you’re relatively young. Hone a variety of skills—problem-solving, communications, technology, using data to make decisions,…
…A Deloitte study found that nearly nine in ten companies match per pay period—and just 45% conduct a true-up. Timing Matters What does this mean for you? Take two workers,…
…a portion of the original $500,000 during favorable market conditions), more of the future growth is shifted into the Roth, which offers tax-free growth, tax-free withdrawals, and no required minimum…