Author: Josh DeForest, CFA, CFP®

Josh DeForest, CFA, CFP®

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Will Your Monthly Medicare Premiums Rise in 2025? It Depends on Your Income

November 13, 2024

Man speaking with his doctor.

Retiring Early? What You Need to Know About Medicare and COBRA

August 8, 2024

People working on their charitable giving and Financial Plan

Aligning Charitable Giving, Estate, and Tax Planning

July 30, 2024

HSA and Medicare: How to Make the Most of Both

HSA and Medicare: How to Make the Most of Both

April 25, 2024

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Medicare, Demystified

June 5, 2023

Year-End Tax Gifting Strategies

Year-End Tax Gifting Strategies

October 22, 2020

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Retirement

Making a Backdoor or Mega Backdoor Roth Contribution in 2025

May 15, 2025

Taxes

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

May 14, 2025

Retirement

Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts

May 13, 2025

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