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!”...

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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.

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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...

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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...

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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!

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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,...

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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? ...

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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...

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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...

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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...

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What you need to know about Medicare enrollment

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 5, 2016 | Medical & Healthcare | 1 |

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

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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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