James McGlynn CFA, RICPJun 6, 20204 minAs the Years Go By - Retirement planning from age 55-75YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can...
James McGlynn CFA, RICPJun 5, 20203 minWhen to file for Medicare to avoid penaltyI’M JUST A FEW years from age 65—and being eligible for Medicare. One of my concerns: making a mistake that could trigger penalties. If...
James McGlynn CFA, RICPJun 5, 20203 minIRMAA- Why your Medicare premiums are higherMEET IRMAA. You won’t like her. IRMAA is short for income-related monthly adjustment amount. It’s a premium surcharge levied on those...
James McGlynn CFA, RICPJun 5, 20204 minMedigap vs Medicare AdvantageREACHING AGE 65 is a financial relief for many folks—because they’re finally eligible for Medicare. But then disappointment often sets...