by Marilyn Evans | Jun 20, 2022 | Retirement
By Marilyn Evans Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original...
by Marilyn Evans | Apr 12, 2022 | Retirement
By Marilyn Evans What’s a Roth IRA? We get asked this a lot. This article answers that question in an easy-to-understand way. If you have more questions, we’re here to answer them. While many people are familiar with the benefits of traditional 401(k) plans, others...
by Marilyn Evans | Mar 29, 2022 | Retirement, Tax
By Marilyn Evans Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Here is a quick look at the five most overlooked...
by Marilyn Evans | Jan 26, 2022 | Retirement
By Marilyn Evans Does your financial portfolio meet your retirement lifestyle? As a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. If you have a portfolio that isn’t meeting your expectations,...
by Marilyn Evans | Oct 20, 2021 | Retirement
By Marilyn Evans When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to age 86½. Given these...
by Marilyn Evans | Sep 21, 2021 | Retirement
By Marilyn Evans Are you looking to retire and don’t know whether to stay in your current home? What does your home really cost you? You might be surprised. Click to view video Contact Phone (505) 269-0817 Email Mevans@harvestmoonwealthadvisors.com ...
