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Retirement Planning for the Next Quarter Century, Not the Next Quarter

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    As the Years Go By - Retirement planning from age 55-75
    James McGlynn CFA, RICP
    • Jun 6, 2020
    • 4 min

    As the Years Go By - Retirement planning from age 55-75

    YOU 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...
    60 views0 comments
    When to file for Medicare to avoid penalty
    James McGlynn CFA, RICP
    • Jun 5, 2020
    • 3 min

    When to file for Medicare to avoid penalty

    I’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...
    23 views0 comments
    IRMAA- Why your Medicare premiums are higher
    James McGlynn CFA, RICP
    • Jun 5, 2020
    • 3 min

    IRMAA- Why your Medicare premiums are higher

    MEET IRMAA. You won’t like her. IRMAA is short for income-related monthly adjustment amount. It’s a premium surcharge levied on those...
    25 views0 comments
    Medigap vs Medicare Advantage
    James McGlynn CFA, RICP
    • Jun 5, 2020
    • 3 min

    Medigap vs Medicare Advantage

    REACHING AGE 65 is a financial relief for many folks—because they’re finally eligible for Medicare. But then disappointment often sets...
    24 views0 comments
     

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