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The Summer of Togetherness

by Joanne Tackes | Jun 21, 2016 | Joanne Tackes, Living Life

My daughter is officially a rising high school senior.  I’m planning to enjoy every second of togetherness in this last year before she “runs away” to college!

How to Avoid Excess Medicare Part B and D Premiums

by Joanne Tackes | Jun 20, 2016 | CPA, Joanne Tackes

The vast majority (>95%) of Medicare subscribers pay the standard premium for Medicare Part B coverage and for the prescription drug coverage (Medicare Part D) plan that they choose.  The other 5% of subscribers are deemed high income and must pay additional...
Joanne is living her life on purpose!

Joanne is living her life on purpose!

by Joanne Tackes | Apr 12, 2016 | CPA, Joanne Tackes, Living Life

My future engineer had a great time in the FIRST Robotics Competition this season. I had a lot of fun watching her team’s robot in action both in person and via live-stream. Very few teams were able to scale the opponent’s tower in this year’s castle themed...
Social Security File-and-Suspend Deadline Approaches

Social Security File-and-Suspend Deadline Approaches

by Joanne Tackes | Jan 29, 2016 | CPA, Joanne Tackes, Social Security

You may have heard a lot of buzz recently about the elimination of key Social Security claiming strategies and are wondering what these changes mean for you. In a nutshell, claiming options, especially for marrieds, are about to become narrower.  Of particular note,...
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