News & Updates

Good to Know Domestic abuse happens far too frequently and more often than is commonly thought. The National Institute of Health warns that: One of every four women “will experience physical violence…by their intimate partner at some point during their lifetime.” The incidence of physical violence against men by their intimate partners is lower but…

Good to Know Secure 2.0 Act is dramatically more impactful than is commonly appreciated.  Not-to-be-missed “gift” opportunities range from employer 401(k) plan matches for student loan repayments to Roth account rollovers from 529 plans and more.  This article will summarize the most powerful opportunities.   Employer 401(k) Match for Student Loan Repayments Employers have the…

Good to Know This is the final article of a IV-part series to help early retirees make informed healthcare coverage choices when they retire before age 65—and are ineligible for Medicare.  The previous three parts in the series were: Faith-Based Cost-Sharing Affordable Care Act Policies Short-Term Limited Duration Insurance We’ll begin with an application summary…

Good to Know This article is part III of a IV-part series to help early retirees make informed healthcare coverage choices for the years before they’re eligible for Medicare.  In Part I, we peeled back the onion on faith-based medical cost-sharing ministries.  In Part II, we illustrated how Affordable Care Act (ACA) Policies can help.…

Good to Know This article is part II of a series to help early retirees make informed healthcare coverage choices for the years before they’re eligible for Medicare.  Remember that the first article in this series described how faith-based medical cost-sharing ministries can offer cost-effective coverage for those clients willing to accept behavioral exclusions from…