by Bryan Wisda, CFP® | Aug 1, 2024 | Advanced Planning, Retirement Planning, Tax Planning
Are you approaching retirement or already enjoying your golden years? If so, you’ve likely heard of Medicare, but you might not be familiar with IRMAA. This lesser-known aspect of Medicare can have a significant impact on your retirement finances and tax...
by Bryan Wisda, CFP® | Aug 1, 2024 | Advanced Planning, Wealth Protection
In the intricate world of digital marketing, where visibility can make or break a business, search engine optimization (SEO) stands as a beacon for attracting potential customers. However, just as there are legitimate paths to online success, there are also dark...
by Bryan Wisda, CFP® | Aug 1, 2024 | Relationship Management
In an era where digital connectivity is as vital as electricity, Almega Wealth Management stands at the forefront of virtual client engagement, ensuring that distance never impedes the journey towards financial prosperity. As a lighthouse guiding you through the...
by Bryan Wisda, CFP® | May 27, 2024 | Advanced Planning, Financial Planning
Important Deadline: June 30th for FFEL Loan Holders Understanding the IDR Account Adjustment FFEL Student Loan Forgiveness Deadline 2024: The IDR account adjustment presents a significant opportunity for borrowers seeking credit toward Public Service Loan Forgiveness...
by Bryan Wisda, CFP® | Sep 26, 2023 | Advanced Planning, Financial Planning, Retirement Planning, Wealth Management, Wealth Transfer
Oh, the joys of federal ERISA law! Let’s dive deep, shall we? First and foremost, for those caught up in the world of ERISA-covered plans (pension plans and 401(k) type plans, including 403(B), 457, 412(i), and other employer-sponsored retirement plans),...
