Month: August 2025
Comparing Attained-Age, Issue-Age, and Community-Rated Medigap Plans
August 21, 2025School of Social Security & Medicare
Medigap premiums are determined using attained-age, issue-age, or community-rated pricing systems to account for policyholder age.
How to Calculate Provisional Income (a.k.a. Combined Income)
August 14, 2025School of Social Security & Medicare
Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.
Five Types of Taxes to Factor into Your Retirement Plan
August 7, 2025School of Financial Wellness
These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.
What Type of Life Insurance Do You Need?
August 5, 2025School of Financial Wellness
The value of life insurance is clear, but choosing the right type of policy for your situation can present a significant challenge.