Key Numbers

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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2023 Key Planning Numbers

The following “Key Numbers” document highlights changes to tax reference numbers for 2023. Contribution limits for retirement accounts and HSA accounts have increased for 2023:   Furthermore, those individuals who contribute to a Colorado College Invest 529 plan in 2023 can fund an account up to: $20,700 for single filers per beneficiary per year $31,000…

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