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Medicare Part B Explained

Are you enrolled in Medicare or planning to enroll? If so, then this episode is for you. There are many complexities when it comes to Medicare and I find many are confused about the different parts. In this episode, I discuss Medicare Part B. In the episode, I cover: -What Medicare Part B covers -The cost of premiums -How those premiums may increase -Strategies to potentially reduce your premiums

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How Social Security is Changing in 2024

A New Year brings new changes to Social Security. In this episode, JT Cox discusses the changes coming to Social Security in 2024 including: - Cost of Living Adjustments -Social Security Wage Base -Medicare Part B Premium Updates -Part B Income Thresholds

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2023 Year In Review

As we close out 2023, stock market indexes are up and at all-time highs, bonds have strong returns and cash invested properly can earn interest. So 2023 must have felt like a great year for investors right? Unless you lived under a rock, you know that was far from the case. Investors were consistently inundated with negative news and why things were about to crash.

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Gifting Strategies in 2023

With the holidays in full swing, gifting is top of mind for many individuals. We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies. So if you are thinking of making major gifts this year, I encourage you to tune in!

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Tips to Make SMART New Years Resolutions

As we approach the New Year it is getting to be that time of year when people will start thinking about their New Year resolutions. While many go in with the best intentions it is commonly known that many people will fall short. In fact, there is an unofficial Ditch New Year's Resolutions Day on January 17th. With that in mind, JT is taking this episode of On The Continuum to discuss tips to make SMART New Year's Resolutions you will actually stick with.

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5 Tax-Smart Charitable Gifting Strategies

For many, the holidays are a time for giving. As the holidays approach we have put together an episode specifically to discuss tax-smart charitable gifting strategies to consider. So if you are feeling charitably inclined this holiday season, and are interested in potentially reducing your tax bill, then be sure to tune in!

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