Category: Health Insurance

How to Find the Best Medicare Plan

Hey Paul: I will turn 65 next year and will start Medicare for my health insurance. I am confused on the how to choose among the different plans including prescription drug coverage. What do I need to know?  Medicare can

Posted in Estate Planning, Health Insurance

Who Needs a Financial Advisor?

Hey Paul: We are a middle-class family with three children the oldest headed off to college next fall. We are halfway through a 30-year mortgage but otherwise do not have any debt. All our retirement savings of about $300K is

Posted in Debt, Education, Estate Planning, Health Insurance, Home Mortgages, Social Security, Tax Planning

What One Economist Thinks about Obamacare

Hey Paul: I am 60 years old and just retired. I have $500K in my retirement accounts, $200K in mutual funds, and a $300K home. I know I can’t start Medicare until age 65. What should I do for the

Posted in Health Insurance, Uncategorized

Obamacare and Taxes

Hey Paul: We are the classic American family with a nice home, two kids and a dog. We both work with a combined income of $50,000. I am self-employed and my husband works for a small business so we don’t

Posted in Health Insurance

Prepare to Plan Your Taxes or Plan to Pay More

Hey Paul: What is the difference between “tax planning” and “tax preparation”? Are they the same thing? These two terms are closely related and I suppose could mean the same thing to some people. For those who are procrastinating doing

Posted in Health Insurance, Retirement Planning, Tax Planning