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Pat Bill

Dental Care for Seniors with Medicare: What you should know

dental care for seniors

You’re 65 and just received your Medicare card. You have an aching tooth and need to have the cavity filled. As luck would have it, your dentist can see you today. Dental care for seniors is always covered under Medicare, right? Wrong. Medicare doesn’t cover every expense. In fact, most …

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What are Qualified Charitable Distributions?

Charitable Distributions

A Qualified Charitable Distribution (QCD) is a direct transfer from your IRA custodian, payable to a qualified charity. If you meet certain rules, a QCD can be counted toward satisfying your required minimum distribution (RMD). Normally when you withdraw your RMD from an IRA, the total amount of …

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Pay More Attention to Your Employee Benefits

Employee Benefits, denver financial planner

It’s your first day on the job and you’re handed a large packet of information about your employee benefits. You have two weeks to enroll. You are shuffled into the conference room for orientation with your new project team. The employee benefits information gets buried under reports and flow charts …

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As summer ends and students head back to their K-12 classrooms, school-related expenses are on the horizon! Hidden… t.co/Vn4Jxf0SHV

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In this week’s recap: Mixed week for markets; jobs on the rise. t.co/iYEQ3VTNLf #financialplanning #Denver

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August 2, 2022
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When saving for #retirement, you may have wondered – should I contribute to my Roth IRA or traditional IRA? Click… t.co/GaEtVu85MU

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August 1, 2022
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In this week’s recap: Markets rally; earnings better than expected. t.co/Vu2hzb60dW #financialplanning #Denver

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July 27, 2022
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Make sure you don’t fall into this trap! #money #personalfinance #WednesdayWisdom

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July 25, 2022
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In this week’s recap: Markets react to dim forecast, 2Q reports. t.co/n996nelY3V #financialplanning #Denver

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Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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