US News – 6 Ways to Protect Your Pocketbook From Sky-High Medical Bills

Dan McGrath, the co-founder of Jester Financial Technologies, a small health care data company in Beverly, Massachusetts, remembers being in the dentist office with his retired mother and realizing he’d made a grave mistake. He’d let his mother navigate her own Medicare coverage and that resulted in a $12,000 bill for getting a few teeth […]

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CNBC – Believe it or not, buying an annuity can be a good decision

If you do an Internet search on the subject of purchasing an annuity, you will find that there are a mind-boggling number of articles on whether or not this is a wise decision. Of course, the debate is complicated, and both sides make valid points. Those who favor annuities usually cite the guaranteed income they […]

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CNBC Feature – Medical costs take big bite out of Social Security benefits

Social Security planning is a major focus for financial advisors and their clients — and with good cause. If you look at the data and statistics from Social Security, the reason is clear: Among elderly Social Security beneficiaries, 53 percent of married couples and 74 percent of unmarried people receive half or more of their […]

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CNBC “Are health-care costs really ‘just’ $245K in retirement?”

When it comes to planning for health care in retirement, I want to discuss a recent report from a financial services corporation that estimates a couple age 65 today should expect to incur $245,000 in total health-care expenses in retirement. For those who have experienced our nation’s health-care system at work — and the total […]

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