Author: Josh DeForest, CFA, CFP®

Josh DeForest, CFA, CFP®

Will Your Monthly Medicare Premiums Rise in 2025? It Depends on Your Income

November 13, 2024

Man speaking with his doctor.

Retiring Early? What You Need to Know About Medicare and COBRA

August 8, 2024

People working on their charitable giving and Financial Plan

Aligning Charitable Giving, Estate, and Tax Planning

July 30, 2024

HSA and Medicare: How to Make the Most of Both

HSA and Medicare: How to Make the Most of Both

April 25, 2024

Senior woman in glasses looking over her shoulder.

Medicare, Demystified

June 5, 2023

Year-End Tax Gifting Strategies

Year-End Tax Gifting Strategies

October 22, 2020

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Man Thinking About Property Transfers Before Death in Estate Planning

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Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

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State-Mandated Retirement Plans: An Overview for Small Businesses

December 18, 2024

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

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