Medicare offers additional medical coverage for eligible Americans who are (mostly) 65 or older. It’s paid for by taxes, and higher income-earners face some additional taxes for Medicare services. You know that Medicare costs come out of your paychecks, but did you know your investments are also affected? Earnings above certain thresholds get taxed […]
What the New Hampshire Budget Stall Means for the State
This summer, New Hampshire Governor Chris Sununu vetoed the budget that Democrats passed in the legislature. No one has come to an agreement yet, and it may be another month or so before they do. That’s because this continuing resolution goes until September 30th, and hopefully a decision will be finalized after the House and […]
Quarter 2 review: 2019
Quarter 2 has come to a close, and what we’ve seen is much of a reflection of how the first quarter went. You can see the first quarter recap here. Quarter 2: Things are Looking Up The trend this year continues; markets around the world were on the upswing, especially equity markets. Some of the […]
Social Security: When to Take Benefits if One Spouse Earns More
I wrote recently about the benefits of waiting until age 70 to file for social security benefits. But this isn’t the best option for everyone. It’s common for one spouse to make more money, even significantly more, than the other spouse. If this is your own situation, here is what I often recommend for couples […]
Getting Up to Date with Your Estate Plan
Summer is the one time of the year when there isn’t anything major going on when it comes to finances – tax season is done, and open enrollment and end-of-year planning is still months away. That’s why the summer is the perfect time to get up to date on some of those tasks that can […]
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