Your Medicare enrollment window opens three months before the month you turn 65. By Matt D'Amico, CFP®, ChFC® Medicare has penalties that never go away. If you sign up late for Medicare Part B without qualifying coverage, you will pay a 10% premium penalty for every full 12-month period you were eligible [...]
You probably own a stack of insurance policies purchased one at a time over the last 30 years. The problem? Most of that coverage was bought for a version of your life that no longer exists. In our new article, we explain how to audit your filing cabinet, eliminate paid policies you no longer need, and fix the hidden coverage gaps that actually threaten your retirement.
Matt D’Amico, a financial advisor at Networth Advisors, LLC, helps current and aspiring retirees in Canonsburg, PA, understand how to approach market drops.
For most people, the connection between money and emotion is impossible to undo. This quick video examines why many new retirees are finding that they have unexpected anxiety over spending their hard-earned money.
You spent 40 years learning how to save, but now how to spend? Flipping that mindset isn't as simple as turning off a switch, and many retirees end up falling into one of two extreme traps. Our new article explores what's really driving those decisions.
Summer has a way of making us want to hit the financial pause button. We plan vacations, loosen our schedules, and push important money tasks to the back burner. The problem? Fall arrives fast, bringing a massive pile of open enrollment windows, tax deadlines, and year-end decisions all at once.
Yours, mine, and ours… but who gets what? When family dynamics get beautifully complex, a standard will won't cut it. One simple oversight could accidentally leave your kids or your spouse empty-handed. Here’s why your paperwork needs a second look, and how to take care of everyone you love.
You started the year with good intentions for your retirement plan. But between market swings, unexpected expenses, and life’s day-to-day demands, it's easy to lose sight of whether you're still on track. A midyear financial reset can help you reconnect your money with your goals and make thoughtful adjustments before year-end.
Is your financial advisor a fiduciary? Or do they operate on a commission basis? Watch this short video now to discover why the difference is about more than billing.
