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Financial advisory financial planning Medicare seniors Uncategorized 

Money & Retirement_Now is the Time

August 4, 2017 jmoran accounting, CPA, CPA Senior Advisory, goals, Medicare, money, money saving tips, retirement, Retirement monies, saving, Seniors

New experiences, give it a try! After 40 years on the job what is holding you back from working or

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Accounting Accounting Health Care Aging aging parents Caring for Parents CPA CPA caregiver CPA eldercare CPA senior advisory Eldercare Elderlaw financial advisory; John Moran financial planning John Moran Retirement monies seniors Taxes Tools for Caregivers 

MONEY_AGING_WHO IS THERE?

September 19, 2016 jmoran Advisory Retirement, CPA Senior Advisory, financial planning, Legal issues_retirement, money, Money saving, Retirement monies

Confronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging

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CPA Senior Advisor Financial advisory Retirement monies Taxes; Retirement monies; social security; PERA; CPA services; financial planning 

MONEY TIPS ON ANNUITIES

August 2, 2016August 7, 2016 jmoran annuities, CPA, CPA Senior Advisory, financial, financial planning, investments, money, money saving tips

Annuities (information supplied by Jackie Johnson at RBC Capital Markets, the Johnson Host Investment Group in Denver, 303.595.1102) Annuities are

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2020 Financial Changes

Hospital Insurance

$0 for most people (with 40 work credits, 10 years of tax payments).
$458 per month for people with less than 30 work credits.
$252 per month for people with 30 – 39 work credits.

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Medical provider and Durable Medical Equipment Insurance

Standard Premium: $144.60 per month for new enrollees. The rate scales up to $462.7 per month when income tops $163,000 (single filing status), and $433.4 when income exceeds $326,000 (joint filing status).

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