Pat Burris, CFP®

Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.

Medigap premiums are determined using attained-age, issue-age, or community-rated pricing systems to account for policyholder age.

Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.

These 5 Social Security claiming strategies can help high earners balance their income, assets, and estate planning needs.

This guide explores the different parts of Medicare, what they cover, and how they work together to support your healthcare.

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

Your Social Security claiming strategy is one of the most important parts of your retirement plan as it impacts lifetime income.

The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.

High earners need to plan for additional monthly healthcare costs in retirement because of Medicare Part B and Part D IRMAA.