Category Archives: Medicare

Medicare Webinar Invitation

As you may know, Bernhardt Wealth Management has retained the services of Eileen Hamm and her firm to help our clients with issues related to Medicare. Because we pay them a fee, this service is available to our clients at … Continue Reading

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Medicare Open Enrollment: Pitfalls and Opportunities

If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is confusing! And the abundance of conflicting information can leave you anxious, worrying that you’ll do … Continue Reading

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Medicare Crisis Averted?

It’s not that often that you get good news about insurance premiums. However, millions of Medicare B recipients who had been worrying about a potential 52% premium increase were likely heartened to hear about a bipartisan bill just approved by … Continue Reading

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Why We Have Retained Objective Medicare Advice For Our Clients

Pitfalls and Dangers Abound A generation ago, when 65 was the common age for retirement, people signed up for their Social Security benefits and at the same time, they signed up for Medicare Part A and Part B. But the … Continue Reading

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The Medicare Surtax

It may have seemed a ways off when this provision was first introduced into the tax code, but starting in 2013, couples filing jointly with more than $250,000 of Modified Adjusted Gross Income (MAGI) ($200,000 for single filers) will owe … Continue Reading

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