The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video explains the four parts of Medicare (A, B, C, and D) so you can make confident decisions about the coverage that best fits your needs.

What It Takes to Reach the Summit

Our special guest is Joel Schauer, a member of our GreenUp community and one of only 47 people in the world to achieve the Explorers Grand Slam by climbing the highest mountain peaks of all seven continents. Joel shares how he went from a philanthropist starting orphanages and schools in Uganda to reaching the summit of Mount Everest at the age of 55. Hear his extraordinary story and gain inspiration to achieve the big goals in your life.

Investment Hierarchy (Which Accounts to Fund First)

When a person gets started with investing, it can be a challenge knowing where to begin. What type of accounts should you consider and in what order should you fund them? Watch this video to learn some general guidelines for the “investing hierarchy” that can help you decide which accounts to fund first.

How the 2023 Social Security Cost-of-Living Increase Could Impact Your Tax Burden

By now, you’ve undoubtedly heard the news that the Social Security Administration (SSA) will increase benefits by 8.7% in 2023, which exceeds last year’s boost of 5.9%, and will be the largest increase since 1981. The annual increase to Social Security benefits, called the cost-of-living-adjustment (COLA), is meant to help ease the burden of rising costs in all areas of the economy. While the COLA can help restore retirees’ purchasing power by boosting retirement income, it also has broader implications, notably for taxes and income (or distribution) strategies.