Social Security is one of the biggest financial decisions you’ll make in retirement — and once you file, that choice stays with you for life. In my latest Cardinal Lesson, I walk through a real example of a married couple and compare two different claiming strategies. We look at how spousal benefits really work (including the 50% rule), when it may make sense to wait until 70, and how the survivor benefit can dramatically impact the spouse who lives the longest. If you’re 65 — or getting close —
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Medicare IRMAA 2026: Understanding the Income-Related Monthly Adjustment Amount
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If you’re 65 or older and on Medicare, you may have heard about IRMAA — the extra charge added to your Medicare premiums if your income is above certain levels. The 2026 numbers are out, and many people are surprised to learn that Social Security bases this on your income from two years ago! In my latest Cardinal Lesson, I break down what IRMAA really is, how these brackets work, when you might be able to appeal the charges, and how good planning around things like Roth conversions and RMDs can
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If you’re 65 or older and on Medicare, you may have heard ab…
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The essential facts of Medicare and Social Security for people aged 64 are outlined in this video. From Parts to Plans to Premiums, the Cardinal Advisors can go over all the information you need. Click "Get Quote" below the video for quick information and premium estimates or give us a call at (919) 535-8261. | Cardinal Advisors
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IRMAA explained: Why some retirees pay much more for Medicare and how to reduce it
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