Category: Newsletter

Retirement, Income, Tax & Estate Planning.

Goodbye, Healthcare.Gov. Hello, Pennie.

Sunday rings in the month of November. As some of us look forward to a unique holiday season, others are anxious to turn the page on 2020. November 1st is also the first day of Open Enrollment for 2021 Health Insurance Coverage. In September, Pennsylvania debuted its state-based insurance marketplace called Pennie.com. With Pennie’s launch,…
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October 29, 2020 0

Four Days To Go

It’s Friday morning and we’re finally down to four days to Election Day. Figuring out when the whole thing will be done and knowing who the winner is will be a whole ‘nother talk show. Overall, we are a 50/50 country with mood swings one way or the other. So, like every other election, about…
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October 29, 2020 0

What Medicare Doesn’t Cover

I get so many questions on Medicare and, having been on it for a few years, I’m learning the ropes. If it’s a government program then you know it will be complicated and confusing. Kiplinger recently put out a pretty good column explaining the seven things Medicare doesn’t cover. For those not yet on Medicare,…
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October 22, 2020 0

Remember These? Technical Milestones We Probably Forgot

Tomorrow marks a very important date that no one reading this likely cares about: Alabama plays Tennessee. For the 103rd time. The game is historically played on the third Saturday in October and, in fact, the rivalry game is known as “The Third Saturday in October”. Alabama has dominated the series as of late (which…
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October 22, 2020 0

Social Security Benefit Going Up For 2021

Buried in the newspaper this week was news of the annual cost of living adjustment (COLA) from the folks at the Social Security Administration. Benefits will be increasing 1.3% for 2021. With 18 days to go until the election, who doesn’t wish it was already over? The campaign season seems to keep getting longer. The…
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October 15, 2020 0

Fast Food Nation

Philadelphia just relaxed its dining requirements again, so that restaurants can seat up to 50% capacity indoors. This depends on the restaurant being able to do a few things, including ensuring that no person at any table is closer than 6’ from anyone seated at any other table, and improving ventilation. In my former life…
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October 15, 2020 0

Aging Slowly, Aging Fast

I forget if I first heard her say the phrase when I was crawling under the trailer after our last camping trip, or when I came in tired after playing basketball with my daughter and her friends, but my wife has taken to reminding me, “You know, you’re no spring chicken.” If I remind her…
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October 8, 2020 0

Good News For Q4 2020

With everything we have all experienced in 2020, I know I’m tired of writing, seeing, and hearing the phrase “unprecedented times”. I think we’d all like to go back to precedented times. The good news—and the title promises good news so I’m going to deliver it—is that the big worries of the fourth quarter don’t…
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October 8, 2020 0

Social Security Isn’t Keeping Up

Seniors love COLA. No, not soda… though I assume there are some soda fans out there… but Cost Of Living Adjustments to Social Security. COLAs are the SSA’s response to inflation. From 2000 to 2020, inflation has averaged just north of 2% each year. A dollar in 2000 was worth what $1.51 is worth now.…
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October 1, 2020 0

Are YOU Keeping Up?

This weekend, my family welcomed a new addition. Not a baby, or a pet… something shinier and, at least in the suburbs, worthy of much more speculation from the neighbors. We got a new stove. Or a range, or an oven. Whatever you want to call it… it has a top where you boil things…
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October 1, 2020 0