On the Continuum

Does the idea of Estate Planning intimidate you?

If so, you are not alone.  That is why I invited Phillip Vacchio, Senior Attorney with Herzog Law Firm for a discussion.  Phillip focuses his practice on elder law care.

Tune in to this episode to learn:

-Who needs Estate Planning
-When to think about creating an Estate Plan
-The primary Estate Planning Documents most adults should have
-The importance of being proactive

And more!

If you would like to learn more please contact us at www.contwealth.com

This video is for anyone who has recently turned 65 or will be turning 65 in the next few years.

I discuss the basics of Medicare with Colin Miller - Founding Partner of Medicare Plan Partners.

In this episode, we discuss:

-Medicare overview
-When do individuals need to enroll in Medicare
-Who needs to enroll and who can delay
-Different parts of Medicare including Part A, Part B, Part B, and Supplemental Plans
-Medicare Advantage Plans
-Medicare Part B Premiums
-Changes coming to Medicare

And more!

So if you are anticipating needing Medicare in the future, I encourage you to tune it!

If you would like to learn more please contact us at www.contwealth.com

Are you enrolled in Medicare or planning to enroll?

If so, then this episode is for you.  There are many complexities when it comes to Medicare and I find many are confused about the different parts.

In this episode, I discuss Medicare Part B.  In the episode, I cover:

-What Medicare Part B covers
-The cost of premiums
-How those premiums may increase
-Strategies to potentially reduce your premiums

And more!

So if you are enrolled in Medicare or planning to enroll, I encourage you to tune in!

If you would like to learn more please contact us at www.contwealth.com

A New Year brings new changes to Social Security.

In this episode, JT Cox discusses the changes coming to Social Security in 2024 including:

- Cost of Living Adjustments
-Social Security Wage Base
-Medicare Part B Premium Updates
-Part B Income Thresholds

And More

If you would like to learn more please contact us at www.contwealth.com

As we close out 2023, stock market indexes are up and at all-time highs, bonds have strong returns and cash invested properly can earn interest.

So 2023 must have felt like a great year for investors right?  Unless you lived under a rock, you know that was far from the case.  Investors were consistently inundated with negative news and why things were about to crash.  

This is what makes investing so hard.  Sticking through the difficult times and staying invested will reward people in the long run.  But it is hard to do.

David Rath and I look back at 2023, some of the headlines we were faced with, and some action items we can take away.

So join us for a look back at 2023 and what we have learned that can help us moving forward.

If you would like to learn more please contact us at www.contwealth.com

With the holidays in full swing, gifting is top of mind for many individuals.  We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies.

So if you are thinking of making major gifts this year, I encourage you to tune in!

If you would like to learn more please contact us at www.contwealth.com

As we approach the end of the year it's that time again.  Time to make, and then quickly break, our New Year's Resolutions.

In this episode JT discusses tips to make SMART New Year's Resolutions you will actually stick with.

So if you really want to make a change, be sure to tune in!

If you would like to learn more please contact us at www.contwealth.com

For many, the holidays are a time for giving.  

As the holidays approach we have put together an episode specifically to discuss tax-smart charitable gifting strategies to consider.

So if you are feeling charitably inclined this holiday season, and are interested in potentially reducing your tax bill, then be sure to tune in!

If you would like to learn more please contact us at www.contwealth.com

Are you interested in reducing your tax bill this year?  

If so, then tune in to this week's episode of On the Continuum where JT Cox and David Rath discuss tax loss harvesting, and how you can use that strategy to reduce your tax bill.

We will discuss the steps you can take now before the end of the year to save money in taxes.

So if saving money on taxes is important, then I encourage you to tune in!

If you would like to learn more please contact us at www.contwealth.com

Ever wonder how your Cash Balance Pension Plan grows?

If so, then tune in to this week's episode of On The Continuum where JT Cox explains how a Cash Balance Pension Plan grows.  

We use the National Grid pension plan as an example but this information will apply to most plans.

So if you have access to a Cash Balance Pension Plan then I encourage you to tune it!

If you would like to learn more please contact us at www.contwealth.com