Heather was featured in The Savings Game, syndicated on Yahoo Finance, sharing practical strategies to help individuals prepare for potential changes to Social Security. She offered guidance on maximizing retirement savings, reducing reliance on future benefits, and...
If you're 63 or older and planning to enroll in Medicare at 65, the income and tax decisions you make today could affect your cash flow not just this year, but two years from now. That's because of IRMAA, short for Income-Related Monthly Adjustment Amount, an...
Are clients making Social Security decisions based on fear instead of a coordinated retirement income plan? Social Security is one of the most important retirement income levers, but Heather explains why it should not be treated as a simple break-even math problem....
Heather joined Jill Schlesinger on the Jill on Money podcast for a special Social Security mailbag episode, answering listener questions about claiming strategies, spousal benefits, timing decisions, and other key retirement planning topics. The conversation offers...
Heather was featured in Financial Planning discussing why Health Savings Accounts (HSAs) can be a powerful retirement planning tool. She shared how strategically funding and preserving HSA assets may provide greater long-term tax advantages and help retirees better...
Heather joined the Annuity Chat with North American podcast to discuss three common Social Security mistakes that can significantly impact retirement income. She shared practical strategies for making informed claiming decisions and maximizing Social Security benefits...
Heather partnered with The Retirement Advisor Council to present Empowering Women's Retirement, an educational webinar created specifically for financial professionals. The session explores the unique retirement challenges women face and provides practical planning...
When your healthcare is tied to your employer, your coverage costs are relatively predictable. It doesn't matter if you had a record-breaking sales year or a quiet one; the premium is the premium. Retirement has a way of complicating things. Medicare enrollees with...
Heather was featured in the Orlando Sentinel's The Savings Game column discussing how ongoing uncertainty surrounding Social Security may affect future retirees. She shared practical planning strategies to help individuals prepare for potential benefit changes,...
If your clients have been asking whether Social Security taxes are disappearing, you’re not alone. Headlines and social media have created the impression that benefits will soon be tax-free. That’s not the case. A new temporary tax deduction could provide modest...
A companion resource to Ed Slott's IRA Newsletter, this is the go-to "all things Social Security" newsletter and reference tool for financial professionals. Providing practical applications to commonly asked and misunderstood claiming rules, Social Security Advisor is a must-have for any financial and tax professional who wants to add value to their financial and tax planning process.
