One of the main concerns for retirees is outliving their savings. Unfortunately, the high cost of long-term care is potentially one of the biggest expenditures in retirement. It is estimated that 60% of people will eventually need assistance with basic daily ...
Speaking of the litany of terms in our previous Medicare discussion, you’ve probably also heard of Medigap. Medigap, also known ...
Last month, we discussed Medicare enrollment periods. The Medicare program is quite complex, and a litany of terms, such as ...
Often, when discussing Social Security with our clients, the conversation naturally segues to Medicare. Medicare is a federal ...
In last month’s newsletter, we touched on taxes on Social Security benefits. This month, we will take a step back and talk about ...
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It’s already June, which means the 2023-2024 school year is close to wrapping up. Several of our clients (as well as a handful of ...
Speaking of Social Security and distribution planning, one lament of the newly-retired person is realizing that a portion of ...
Last month, Multnomah Group advisors Scott Cameron and Amy Barber, along with client service coordinator, Jennifer Tamayo, ...
As a reminder, Monday, April 15 is tax day! Whether you’re paying taxes or receiving a refund, we’re going to expand a bit on ...
It’s March 2024 and we’re heading into everyone’s favorite time of year… tax season! In all this excitement, you might consider ...
We’re well into the new year, so hopefully, you’ve had a chance to decompress from the holidays. As we get back into the swing of ...