Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for...
READ MOREShip Medicare Minute – March 2023
by Diane Klein | Mar 1, 2023 | Medicare, P&A Articles, Retirement
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from...
READ MOREShip Medicare Minute – February 2023
by Diane Klein | Feb 1, 2023 | Medicare, P&A Articles, Retirement
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from...
READ MOREShip Medicare Minute – January 2023
by Diane Klein | Jan 4, 2023 | Medicare, P&A Articles, Retirement
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from...
READ MORE7 implications of Secure Act 2.0 passing
by Jon Sevenker | Dec 28, 2022 | P&A Articles, Retirement
After much political wrangling, the long-awaited Secure Act 2.0 passed Congress and was signed by President Biden on December 23rd. The Act...
READ MOREThe RMD clock is ticking
by Elizabeth Sydzyik | Nov 10, 2022 | P&A Articles, Retirement
Attention shoppers…there’s only 44 days left until Christmas. Yikes! This means we are nearing year-end and our to-do lists are growing by...
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