Pat Burris, CFP®

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

The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.

The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.

Calculating Social Security benefits is complex, but understanding the process is key to forecasting retirement income.

Health Savings Accounts can be vital during retirement, but there are important contribution limitations for those covered by Medicare.

Knowing who pays first – Medicare or your insurance company – can help you understand your medical bills and what you owe.

A client was told he didn’t qualify for Social Security Survivor Benefits. A second opinion from Meld helped him get what he was owed.

Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.

The proposed 2025 federal budget provides additional funding to the SSA to improve access to benefits and customer service.