Category: Medical & Healthcare

What is financial planning?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jun 2, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...

Pre-Retirement Checklist

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 28, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.

What Happens To HSA When You Die

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 16, 2019 | Estate Planning, Medical & Healthcare, Tax Planning | 0 |

I know that your death is not what you want to think about, but take the time to understand how...

How does an HSA work? 2020 HSA Rules

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2019 | Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...

Mark Maurer, CFP®, MBA -What you need to know about long term care insurance for late in life healthcare expenses

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 11, 2019 | Insurance, Medical & Healthcare | 1 |

One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!

Can’t Fund An HSA? How About An IRA To HSA Rollover?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |

Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...

Major Expenses In Retirement and How They Affect Retirement Planning

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 2, 2019 | Debt/Credit, Insurance, Medical & Healthcare, Planning, Tax Planning | 0 |

Do you know what the major expenses in retirement are and how you are going to pay for them? ...

What is long term care insurance?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 21, 2019 | Insurance, Medical & Healthcare | 0 |

First off, I do not sell any insurance whatsoever. While I advise clients on their individual...

Managing Healthcare Costs In Retirement Through Medicare Supplemental Plans

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Feb 14, 2019 | Medical & Healthcare | 0 |

Note to readers/viewers: The following healthcare costs in retirement/Medicare video was...

Medicare Open Enrollment Coming Soon

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Sep 26, 2017 | Insurance, Medical & Healthcare | 0 |

Medicare’s Open Enrollment period is from October 15 – December 7, 2017, with...

What you need to know about Medicare enrollment

by Dave Fernandez | Nov 5, 2016 | Medical & Healthcare | 1 |

One important area of planning for a successful retirement is to have adequate health care...

3 keys to managing your retirement healthcare costs

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 14, 2016 | Medical & Healthcare | 0 |

For this post on medical and healthcare costs, I brought in a Medicare and healthcare expert....

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