Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving

During Medicare enrollment, there are many decisions to make that could cost you a lot if you don’t choose wisely. In this episode of Edelman Financial Engines’ Everyday Wealth™, Jean, Soledad and wealth planner Rose Niang explain the intricacies of Medicare plans and what you need to know to help you make the best decisions. Later in the episode, charitable giving is good for charities and it also could be good for your personal economy. The hosts discuss giving in a tax-efficient way and how a donor-advised fund can help.

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