Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: Medicare

Sorting Out Medicare Myths and Political Mystification

The political season has jumped Medicare to the top of the sound bite list for the moment. Medicare is a subject only a policy wonk can love, and the politicians are putting more than a little rhetorical gloss on the facts. While we wait for the rhetoric to die down and an actual policy discussion […]

Getting a Grip on Medigap Insurance for Medicare

Increasing healthcare expense is clearly a major concern for everyone, but especially for those nearing or in retirement. I’ve posted two useful guides to the Resources section of the LFA site for your reference, the U.S. Dept. of Health and Human Services 2012 guide to Choosing A Medigap Policy and a helpful Health Insurance Buyer’s […]

Quick Reference Guides Added to LFA LLC Website

Recently five quick reference guides covering retirement plan contributions, Social Security benefits, and Medicare were added to the LFA website. The guides are  two pages, front and back of a letter side card, covering contribution limits for various plans, federal tax brackets, Social Security benefits eligibility by age, tax thresholds, beneficiary info, and Medicare costs, […]

Early Retirement – Still A Brass Ring?

Like many things we long for, when the time finally comes, the idea of retirement turns out to be…complicated. And maybe no more so when it comes too early, and not totally by choice. Full retirement age (FRA) is now defined by Social Security as age 66. That age will probably be pushed out to […]

2011 AARP Medicare and Tri-State Social Security Fact Sheets

Arm yourself with some of the facts so you are better prepared to support viable choices this political season that have a direct impact on your current or planned retirement lifestyle. The two major federal transfer programs, Social Security and Medicare, are the central focus for federal budget reform as political campaigns heat up on […]