December 19, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for December 19, 2022 

This Weeks Podcast – MAGI Versus AGI – What is the Difference?

Do you know the difference between Adjusted Gross Income and Modified Adjusted Gross Income? Are you aware of how they affect your tax bracket and Medicare charges?

Understanding the difference between AGI and MAGI and having conversations about them with your financial advisor will help you manage your taxes and IRMAA efficiently.


This Weeks Blog -MAGI Versus AGI – What is the Difference?

Adjusted gross income (AGI) and modified adjusted gross income (MAGI) are two important parts of a tax return, but many people don’t understand the key differences between the two. Our recent podcast covers the difference between MAGI and AGI because it’s crucial to IRMAA.