Pat Burris, CFP®
When Should You Claim Social Security Benefits?
March 6, 2025School of Social Security & Medicare
Your Social Security claiming strategy is one of the most important parts of your retirement plan as it impacts lifetime income.
Social Security Fairness Act Increases Benefits for Some Public Employees
January 23, 2025School of Social Security & Medicare
The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.
What Is IRMAA?
November 27, 2024School of Social Security & Medicare
High earners need to plan for additional monthly healthcare costs in retirement because of Medicare Part B and Part D IRMAA.
Medicare Premiums and Coinsurance in 2025
November 18, 2024School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.
2025 Social Security COLA Announced
October 11, 2024School of Social Security & Medicare
The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.
How Are Social Security Benefits Calculated?
August 29, 2024School of Social Security & Medicare
Calculating Social Security benefits is complex, but understanding the process is key to forecasting retirement income.
How Medicare Impacts HSA Contributions
July 18, 2024School of Social Security & Medicare
Health Savings Accounts can be vital during retirement, but there are important contribution limitations for those covered by Medicare.
Medicare or Private Insurance: Who Pays First?
June 20, 2024School of Social Security & Medicare
Knowing who pays first – Medicare or your insurance company – can help you understand your medical bills and what you owe.
Are You Entitled to Social Security Survivor Benefits? A Case Study
June 13, 2024School of Social Security & Medicare
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.