This is our 148th … all original, all in-house, post of the year … we will have one more on Friday!
With over 3200 different visitors, one of you MAY have missed something good.
Not to worry, we scrolled back through 2017 and are happy to announce the following … Drum Roll please …….
“Top 10 Posts of 2017” by Popularity and Pertinence- Enjoy
Job Change and Retirement Checklist – January 2017
In this post we discuss 10 important, handy and often forgotten items to grab at retirement or job change.
Will the European Union Survive – February 2017
Recounting thoughts from a few terrific speakers at a national convention in the late Winter, we posted their comments and our thoughts, only to be totally lit up from both positive, and negative thoughts of the EU Survival.
What to do if you overfunded your 401k? – April 2017
In this article, fresh off tax season we recount how you can accidentally overfund your 401k, what to do to fix it, and the end result if a fix is not possible (hint, not the end of the world!)
Why you need to know your credit Score – May 2017
In an updated post from several years prior, we discuss the trends in technology being used to cross reference high risks from a company standpoint – In English, your credit report is being used more often for risk analysis. Keep it clean, and here is how to check it, and protest.
Sometimes it may be a desire to let your children or other family member know your situation, other times it may be just plan necessity .. either way it can be uncomfortable opening up your financial life. In this article we discuss how you can open as little, or as much, in a professional, comfortable, soft way.
Equifax Breach and What to Do about it – September 2017
Stay calm! It may seem like a distant memory, but when news broke of the large Equifax data breach, many were tip toeing to the edge of the window seal. In this timely post, we discuss the breach, staying calm, and what to watch for moving forward!
Found Money – Log into that Old 401k Account – October 2017
With multiple parties having “Found” money in old accounts, especially former 401k accounts, we remind to take a moment and check out an old account, it might just make your day!
Social Security Increase for 2018 – October 2017
Upon the announcement of an increase in Social Security, we shared the news, and the background, along with the calculations and index for those skeptics.
Medicare Part B Means Testing – December of 2017
In this post we discuss the Means testing of Part B Medicare background, thresholds, and coming changes in 2018.
IRMMA Letter, and Solutions – December 2017
In a follow up to our Medicare Part B discussion and a preview to our coming Newsletter we take a deep dive into an IRMAA (Income Related Monthly Adjustment Amount) our new term of IRMMAtized and more importantly, what to do about it, and helpful hints on lowering your future premiums, along with the links to forms you will need.
Have a Happy “Cliff Notes Posts” 2017 Review Day!
John A. Kvale CFA, CFP