Blog
Explore the costs, coverage considerations, and planning strategies that can help address future long-term care needs.
9/1/2026
FAQ
IRMAA stands for Income-Related Monthly Adjustment Amount and is a surcharge added to your Medicare Part B (medical insurance) and Part D (prescription drug coverage) premiums if your Modified Adjusted Gross Income (MAGI) exceeds a certain threshold. The surcharge is determined by the Social Security Administration (SSA) based on income reported to the IRS from the prior two tax years.
8/4/2026
Newsroom
Stephanie Ford, CDFA®CRPC®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured in an article published by TheStreet titled “Social Security 2027 COLA Data Collection is Happening Right Now.”
7/4/2026
Blog
Learn saving strategies, unexpected costs, social program strategies, and more to help establish your financial future.
5/27/2026
Blog
Learn how health insurance plans, HSAs, and COBRA can impact your Medicare if you are working past 65.
5/15/2026
Blog
Plan your retirement with confidence. Discover decade-by-decade savings milestones, key ages, and experienced guidance to stay on track for your future.
10/16/2025
Newsroom
Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article “My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?”
9/10/2025
Blog
The Social Security Fairness Act repeals WEP and GPO. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.
4/2/2025
Blog
Learn four key healthcare considerations—from navigating Medicare to planning for long term care—to build a holistic financial plan.
3/26/2025
Blog
Over half of adults over 65 will need long-term care. Learn how to plan ahead—explore care options, costs, insurance strategies, and steps to protect your future and your family.
11/19/2024