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Golf Course Guide to Medicare

This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We will highlight some pro-tips, sand traps, water hazards, out-of-bounds areas and preventable bogeys to prepare you for this adventure. This information will help you know which “club” to use at every stage of the course!

Hi, I’m New Here … Avoiding Medicare Mistakes for First Time Medicare Enrollees

Trying something new can be scary. Trying to understand all of the rules surrounding your Medicare benefits as a new enrollee can be downright frightening! In this presentation we review some of the “oops” and “gotchas” of Medicare for first time enrollees. Topics include:
• Enrollment window and associated penalties
• What happens if you’ve already claimed Social Security
• Coordinating Health Savings Accounts with Medicare
• IRMAA – what it is and what creates income that gets you there
• International travel and cruising for trouble
• Medicare scams

Three Small-Business Transfer Strategies

Throughout my career at Parsec, I have had the opportunity to join our founder, Bart Boyer, at several client appreciation dinners. During these events, Bart would famously review the current economic environment and discuss how to build long-term generational wealth. Without fail, he always reminded clients that “there are only two ways to build wealth:

Financial To-Dos in the Aftermath of Losing a Loved One

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in.

How To Prioritize Financial Self-Care

If I have learned anything during this global pandemic, it is that self-care is everything when it comes to keeping your sanity, and that self-care goes far beyond natural hair and skin care routines. Holistic care is mental, physical and financial, which means being intentional when it comes to your financial routines and habits.

Doctor Independent Wealth Illustration

After a long, prosperous career and strategically saving 20% of your earnings and investing in equities, you have successfully created a retirement paycheck for yourself. Even as you spend 5% a year in retirement, your investment account should continue to rise, totaling approximately $3.8 million after 55 years!

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