The Purpose Post
Insights, market perspectives, and planning guidance from the Calderon Fortney team. Published weekly.
What Is IRMAA? The Medicare Surcharge on Higher Incomes August 2026 | Retirement Planning A Medicare surcharge on higher incomes: who pays it, what triggers it, and how to plan around it.
When Should You Claim Social Security? July 2026 | Retirement Planning When claiming early makes sense, when waiting pays off, and the personal factors that tip the decision.
529 Plans: More Flexible Than You Think July 2026 | Education Planning What happens to 529 money when college plans change, and where those funds can go now.
Oil Prices & Inflation Expectations April 2026 | Market Insight How rising oil prices tend to push inflation expectations higher, and what that means right now.
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