Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. This can be a useful option for those who may have recently changed medication, underutilized their current coverage or
Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to understand how Social Security benefits are taxed. Here, we explain everything you need to know about
As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Let’s use this month to celebrate the
The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and
There are many strategies that can help make a great financial plan. One strategy that often flies under the radar but deserves significant attention is the Roth Conversion. This maneuver involves converting funds from a traditional IRA or 401(k) into a Roth IRA, and it can be a powerful tool
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
Is your dream to retire before you turn 60? How about before you turn 45? If so, you might want to think twice before you make the move. If your heart is set on leaving work early, be sure you leave with the right mindset and the right estimation of
The Longest Bull Market in S&P 500 History In the Wall Street Journal on Tuesday August 22, 2018 there was an interesting article that included the picture below (Fig 1) showing the S&P 500 Index on the verge of becoming the longest S&P 500 bull market ever. It has now
Dealing with Market Volatility: Riding the Escalator While Playing with a Yo-yo I hope your summer is off to a great start. Summer has rolled into Texas and temps have begun to rise, but thankfully football season will be here before we know it. This year has been flying
MWA Quarter Update – Diversification, Housing, an …
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for