Don’t Forget These Important End-of-Year Deadlines
Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the deadline to make several important tax decisions that could affect you come filing season next year. Don’t forget these important end-of-year deadlines! Review Your Retirement Account Contributions It’s not too late to max out your 401(k), IRA, or other retirement accounts for 2021. At age 50, workers can make annual “catch-up” contributions in addition […]
Bob Yarbrough Interviews Jim Brogan on End-of-Year Financial Planning
Jim Brogan joins the Bob Yarbrough Show on NewsTalk 98.7 where they discuss the year coming to a close, and what you can do to save on taxes before 2022. Click the play button below to listen!
Your Health is Priceless – But How Much Will It Cost You?
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, it could cost you in retirement. First, know what you can do during the Medicare Fall Open Enrollment period. You Can Switch From Original Medicare to Medicare Advantage Original Medicare consists of Part A, which covers hospital stays, skilled nursing facility care, and some nursing home care[2], and Part B, which covers most doctor services, outpatient therapy, and Durable Medical Equipment.[2] Many […]
Bob Yarbrough Interviews Jim Brogan on Key Economic Factors That Affect Retirees
Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where he discusses why he believes today’s economic climate may be the most difficult for retirees since the Great Depression. Jim details three key current economic factors that impact those nearing or in retirement: inflationary concerns, low interest rates, and high bond and stock prices. Click the play button below to listen!
How Long Should You Keep Records?
When it comes to records, how long should you keep everything? It depends on the receipts or records. Most of us have a place where we keep those “important papers” or just old bills. They can pile up quick, and it is important to know when you can say goodbye to those stacks of papers. Some records need to be kept for a month, a year, or even the duration of your life. Below is a guideline you may want to use when it comes to deciding what to keep and what to shred. Remember it is very important […]
Jim Brogan Guest Hosts Phil Williams’ The Phil Show on NewsTalk 98.7, WOKI
Jim Brogan Guest Hosts Phil Williams’ The Phil Show on NewsTalk 98.7, WOKI In the first segment, Jim details the two biggest economic challenges we will face this decade and how to account for those challenges in your retirement plan. Click the play button below to listen! In the second segment, Jim discusses milestone birthdays and their implications regarding your retirement income, as well as activities for the Independence Day Weekend, the most patriotic states in the America. Click the play button below to listen!
Bob Yarbrough Interviews Jim Brogan on Rising Healthcare Costs in Retirement
Jim Brogan joins The Bob Yarbrough Show on NewsTalk 98.7 where they discuss the impact of recent economic events on healthcare costs, which will likely consume a large portion of your retirement budget. Click the play button below to listen!
