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May 13, 2023
Spring 2023 Financial Newsletter
Insights
Enjoy access to our continuously updated library of insights and educational resources.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes
Understanding IRMAA: What It Is, What It Costs, and How to Appeal It with Form SSA-44
A comprehensive guide for Medicare beneficiaries and pre-retirees navigating the Income-Related Monthly Adjustment Amount What Is IRMAA? If you’re enrolled in Medicare and your income exceeds certain thresholds, you’re paying more for your coverage than most beneficiaries — possibly a lot more. The additional charge is called IRMAA, which stands for Income-Related
Parental Down Payment Assistance: The Business of Structuring Gifts vs. Family Loans
Current data indicates a bifurcated reality for first-time home buyers: while many secure properties independently, high upfront capital requirements necessitate parental financial intervention for a large segment of the market. For parents with the means, providing down payment assistance is a significant way to facilitate this milestone. However, the mechanism of that
