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The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about the Medicare Annual Election Period (AEP). AEP, which occurs between October 15 and December 7, is when current…
Medicare premiums turn out to be a big expense and a big worry for many in retirement. In 2003, the Medicare Modernization Act — easily the largest overhaul of Medicare in its history — was…
Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these…
For individuals approaching Medicare age, it is important to know that there are two main enrollment periods to sign up for Medicare: initial enrollment (at age 65) and special enrollment. Missing these enrollment periods could…
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare open enrollment. Open enrollment, which happens between October 15 and December 7, provides the opportunity for current…
This past October, RegentAtlantic hosted clients and friends at our Morristown office for an educational panel presentation entitled “You and Your Aging Parents.” Our panelists included Michael Thompson, an estate and elder law attorney with…
Authors: Alex Coriddi and Alicia Wall Many retirees worry about running out of money before they run out of life, and the insurance industry has come out with a product to alleviate this concern: the Qualified…
Social Security is an excellent source of retirement income for individuals and is generally incorporated when creating a retirement plan. However, it comes with a number of limitations. One of the larger limitations is an…
Social Security and Medicare Changes for 2017 The Social Security Administration (SSA) announced a number of changes for 2017 that will affect high income earners in the workforce as well as those that are retired.…
On Monday, Nov. 2, 2015, President Barack Obama signed the Bipartisan Budget Act of 2015. This new law contained several provisions, but one specifically impacts Social Security claiming strategies. While the new laws may somewhat…