The income-related monthly adjustment amount, or IRMAA, is a surcharge that high-income earners may pay in addition to their Medicare Part B and Part D premiums. Individuals interested in appealing their IRMAA must submit the appeal via a form and the overall process can seem daunting, but we have helped many clients through it with […]
March is Women’s History Month, a month set aside to honor women’s contributions in American history. As we celebrate this month and throughout the year, we invite you to join us as we recognize and learn more about the women who are shaping our firm and our industry. Christina Alvarez, FPQP™ Director of Client Services […]
While 2022 was a challenging year, particularly from an economic and financial markets perspective, we remain confident that better days are ahead. Staying disciplined and patient has always proven to be the best course of action during uncertain times. This letter, however, is not about the markets or the economy or inflation for that matter. […]
Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]