Blogs

“Third-Party Posts”

4 Key Decisions for Early Retirement

4 Key Decisions for Early Retirement

‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Wow, what a week on Wall Street.  Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story.  Wall Street appeared poised to build on the prior week's...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies.  A late rally on Friday...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued...

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Weekly Market Commentary

-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility.  It was a hectic week as...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 hit all-time highs, but late in the week, the move abruptly succumbed to consolidation pressure....

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Charter Financial Group) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Charter Financial Group.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

October 15 Deadlines Are Approaching

By Sarah Brenner, JD Director of Retirement Education October is almost here. This means fall is in full swing. Along with pumpkin spice lattes, football season, and...

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“IRA Distribution Confusion”

By Andy Ives, CFP®, AIF® IRA Analyst Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs. Mix-ups and misunderstandings...

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How do Social Security and Medicare work together?

How do Social Security and Medicare work together?

They are separate programs, but the Social Security Administration handles enrollment and collects premiums for many on Medicare Social Security and Medicare are distinct programs serving older and disabled Americans, but they have an important commonality: Social...

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Advice Retirees Wish They Knew Sooner

Advice Retirees Wish They Knew Sooner

Retirement can be one of the most fulfilling times in life, but getting there comes with its own set of challenges and learning experiences. While reflecting, there may be some tips and advice people wish they had taken sooner or not at all. In our Medicare Q&A...

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Is the Medicare Annual Wellness Visit Mandatory?

Is the Medicare Annual Wellness Visit Mandatory?

Key Points While the Medicare Annual Wellness Visit is not mandatory, it is a 100% covered preventive service. The Annual Wellness Visit differs from the typical annual physicals you were used to with group coverage. If you’ve had Medicare Part B for more than 12...

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Could Partial Retirement Be Right For You?

Could Partial Retirement Be Right For You?

Key Points Partial retirement is when you retire from your full-time position, but might work part-time to produce a reduced income. You may consider partial retirement if you enjoy working and want to continue or if you need to work for the extra money. Your Medicare...

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What is My Medicare Initial Enrollment Period?

What is My Medicare Initial Enrollment Period?

Key Points Your Initial Enrollment Period (IEP) is a seven-month window surrounding your 65th birthday, allowing you to enroll in Medicare Parts A and B. Your Medicare start date depends on when you enroll; if you sign up in the three months before your birthday,...

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Can I See Any Provider With My Medicare Plan?

Can I See Any Provider With My Medicare Plan?

Key Points Original Medicare allows beneficiaries to see any provider nationwide who accepts Medicare. If you have a Medigap plan, you can still see any provider that accepts Original Medicare, while Medicare Advantage plans may have network restrictions that can...

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How to Avoid Medicare Scams While Applying for Medicare

How to Avoid Medicare Scams While Applying for Medicare

Key Points Unfortunately, seniors can be a prime target for scammers, and many will try to trick seniors into falling for their Medicare scams. Scammers use several different tactics to try and scam Medicare beneficiaries and make attempts by phone or email. Scammers...

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HSAs and Medicare: Things to consider when you turn 65

HSAs and Medicare: Things to consider when you turn 65

Retiring soon and wondering what to do with your health savings account (HSA)? You’re not alone – many people find the rules around HSAs and Medicare to be confusing. Here’s what you need to know about having an HSA after 65, spending your contributions and avoiding...

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