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How to Get Health Insurance Between Retirement and Medicare

Retirement health benefits are rapidly becoming a thing of the past. If you retire before you qualify for Medicare at 65, that can leave you in a pickle. Here is how to get health insurance to bridge the gap.

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How to Avoid Taxes on Your Required Minimum Distribution

You cannot avoid taking required minimum distributions from your retirement accounts once you reach the age where they kick in but you can avoid having to pay tax on them if you use them to support the causes that are important to you.

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Income Stability Ratio

When you plan your retirement income, we believe it is a good idea to arrange things so that a portion of your income comes on a guaranteed basis. Here’s how you can arrange things to get the stability you seek in your retirement income

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How You Get Taxed is Different in Retirement

How much you get taxed in retirement is a top financial planning issue, but many people are surprised that how you get taxed is different. Taxes affect you differently and there are new taxes that only get applied once you retire. We cover the details in this episode.

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30 minute money
30 minute money
Stephen Wershing

Learn to manage your money and make good financial decisions in 30-minute bite-sized pieces

Stop wasting time and money on these common mistakes.

Check the background of this investment professional on FINRA’s BrokerCheck.