University Benefits: Knowing and Making the Right Choices

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As a university professor or professional, you receive many benefits. Not surprisingly, some of our clients were not aware of them all. Are you? To maximize these benefits requires some familiarity not only with them, but also the stipulations around them. We have highlighted some of these benefits and rules surrounding them below. Tax Management […]

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Retiring and Signing Up for Medicare? Consider a Premium Challenge

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Are you retiring and signing up for Medicare?  A Premium Challenge may be just what the “doctor” ordered for your finances. If you are in this situation, you are probably being bombarded with “information” on Medigap policies and Advantage plans (often referred to as Medicare Part C, however it is provided through insurers).  Of course, […]

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