Ronald Dawson & John Miller

11/12/2025

Before the year ends, take time to rebalance your portfolio, review your insurance, plan for education costs, and maximize tax efficiency. End the year by setting goals for next year. Small moves now can mean big gains later.

11/11/2025

Thank you to all who dedicated themselves to serve our country. May we always remember and be grateful!

09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

08/15/2025

06/15/2025

Happy Father's Day to the amazing dads, stepdads, granddads, and all father figures who embrace the adventure of fatherhood with open hearts and open arms.

Whether you're exploring the world through imaginative play, offering sage advice, or simply being there with love and support, your impact is immeasurable.

Here's to the explorers, guides, and heroes in our lives—thank you for making every day an adventure.

12/18/2024

Important updates about Medicare Part B premiums for next year:
The standard monthly premium is increasing to $185.00, up $10.30 from 2024.

Key changes to know:
Monthly premium: $185.00 (up from $174.70)
Annual deductible: $257 (up from $240)
This change affects both automatic deductions and manual payments.
It's worth noting that these adjustments reflect typical healthcare cost trends and usage patterns.

Higher-income beneficiaries may see different premium amounts based on their specific situation.
Remember: These changes take effect in January 2025. If you're receiving Social Security benefits, adjustments will happen automatically.


Source:

Medicare's Part B monthly premium is outpacing both inflation and Social Security's cost-of-living adjustment.