Brent Yanagida, CFP®, EA

Medicare Overview 2023

What is Medicare? In our latest publication of Financial Intelligence, we referenced a document called “Medicare Overview and Local Resources 2023”. We are recirculating this Medicare reference guide as a standalone document below. Medicare is health insurance for the following: People 65 or older People under 65 with certain disabilities Learn more about Medicare here:…

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Homeowners Insurance Update

Homeowners Insurance In seeing firsthand the recent Marshall fire that completely destroyed over 1000 homes in Boulder County and left smoke and wind damage for thousands more, many homeowners in this county and in many other disaster areas are finding that that the potential for catastrophic loss (especially from climate/weather related events) is much higher…

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Key Updates About RMDs

Key Updates About Required Minimum Distributions (RMDs) What are RMDs? Once you reach age 72 (formerly age 70 ½ before the SECURE Act was passed in 2019), you are required to take minimum distributions from your traditional IRAs, SIMPLE IRAs, SEP IRAs, Solo 401(k)s and most other employer-sponsored retirement plans. (RMDs are not required from…

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