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Oliver Buchannon
Nate Lewis CFP® EA

Insights on taxes and retirement decisions from Nate Lewis, CFP® EA in Champaign-Urbana.

Last year Health Alliance caught a lot of people by surprise

Jul 23, 2026

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2 min read

Last year Health Alliance caught a lot of people by surprise

Open Enrollment is still a little way off... but now is the best time to start paying attention.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Retirement Risk Nobody Complains About

Jun 25, 2026

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3 min read

The Retirement Risk Nobody Complains About

Will Your Money Last as Long as You Do?

Nate Lewis CFP® EA
Nate Lewis CFP® EA
Is it Too Late for Roth Conversions?

Jun 4, 2026

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2 min read

Is it Too Late for Roth Conversions?

A lot of retirees assume they missed the window. Have you?

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Medicare mistake that can cost you for the rest of retirement

May 21, 2026

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2 min read

The Medicare mistake that can cost you for the rest of retirement

Medicare decisions are often tax decisions in disguise.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Biggest Retirement Mistake Isn’t Your 401(k)

Apr 16, 2026

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5 min read

The Biggest Retirement Mistake Isn’t Your 401(k)

It’s how you claim Social Security... and most people get it wrong

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The 10 Social Security mistakes that don’t feel like mistakes when you make them

Apr 2, 2026

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6 min read

The 10 Social Security mistakes that don’t feel like mistakes when you make them

10 decisions retirees make every day that quietly impact their income, taxes, and Medicare premiums

Nate Lewis CFP® EA
Nate Lewis CFP® EA
The Medicare Plan You Picked Might Not Be the One You Keep

Mar 25, 2026

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4 min read

The Medicare Plan You Picked Might Not Be the One You Keep

What a recent survey revealed... and why it matters more in Champaign this year.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
When Your Medicare Plan Disappears... Now What?

Mar 17, 2026

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5 min read

When Your Medicare Plan Disappears... Now What?

A lot of people in Central Illinois got an unpleasant surprise this year.

Nate Lewis CFP® EA
Nate Lewis CFP® EA
“I’m Ready to Retire... But I Can’t Yet.”

Mar 11, 2026

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6 min read

“I’m Ready to Retire... But I Can’t Yet.”

What to Do When Your Mind Is Done Working But Your Money Isn’t

Nate Lewis CFP® EA
Nate Lewis CFP® EA
I'm Paying How Much For Medicare?!?!?

Feb 28, 2026

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4 min read

I'm Paying How Much For Medicare?!?!?

How to Plan Now to Avoid Medicare IRMAA Later

Nate Lewis CFP® EA
Nate Lewis CFP® EA
Don't let Medicare Confuse You to Death.

Feb 22, 2026

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3 min read

Don't let Medicare Confuse You to Death.

Untangling and Simplifying Medicare Decisions

Nate Lewis CFP® EA
Nate Lewis CFP® EA

The Golden Years Playbook

How to be smarter for Health, Wealth, and Retirement

© 2026 The Golden Years Playbook.
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