Wealthspan Partners, LLC

08/26/2024

11/03/2023

Looking for ways to cut expenses? Here are some good tips:

Find out how to cut expenses and save more money.

10/06/2023

Here are a few tips from Fidelity to help stop scammers and identity thieves: https://bit.ly/3rF1aIe

This page is temporarily unavailable but don't worry, we're working quickly to fix this problem. You can still access Fidelity.com and log in to your accounts. Thank you for your patience.

06/10/2023

Food continues to be the fastest rising cost for our country's senior citizens: https://cnb.cx/3Nk6itg

Keeping up with rising inflation is difficult for many Americans, especially older people who have limited incomes.

05/11/2023

What does the debt ceiling standoff mean for the economy and the markets?

With the US debt ceiling deadline nearing, many are wondering what happens if the US doesn't raise its borrowing limit. Here's what you need to know you.

05/06/2023

Are you aware that your Medicare Part B premiums are determined by your Modified Adjusted Gross Income (MAGI) from two years prior? Monthly premiums start at $164.90 and goes all the way up to $560.50 per person.

IRMAA is a fee you pay on top of your Medicare Part B and Part D premiums if you make a yearly income above the annual thresholds.

04/26/2023

We are extremely appreciative of our Operations Manager, Cherie Adolphson Mason, the backbone of our company and the reason it runs so efficiently. Happy Administrative Professionals Day to this wonderful woman!

04/24/2023

Are your financial accounts protected against cybercrime? In addition to strong passwords, 2-factor authentication is also recommended:

Cybercrime: Here’s what you need to know about it and ways you can prevent it.

04/21/2023

"The biggest retirement challenge that no one talks about, in my experience, is finding purpose"

Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.

04/19/2023

Are you receiving Restricted Stock Units (RSUs) from your employer? It is important to understand how they work and their tax consequences:
https://bit.ly/3yRIJ34.

A restricted stock unit (RSU) is an award of shares that comes with conditions, usually a vesting period before they are transferred.

04/17/2023

If you are required to take distributions from your IRA, are you taking full advantage of the Qualified Charitable Distribution (QCD)? Find out if QCDs are right for you by contacting one of our wealth partners.

A qualified charitable distribution (QCD) allows individuals who meet a certain criteria to donate to one or more charities they care about directly from a taxable IRA instead of taking their required minimum distributions. Learn how a QCD works and if this charitable distribution option makes sense...