Monthly Archives August 2018

7 Things You Should Know About Medicare Before You Retire

FYI: Medicare Plan F is going away! Beginning in 2020, newly eligible Medicare beneficiaries will no longer be allowed to enroll in Medigap Plan F because of a new Federal Law that prohibits plans from covering the Medicare Part B deductible. If you’re confused about Medicare, you’re not alone! We are holding a complimentary Medicare Facts & Snacks where we’ll be discussing what Plan F going away means for you, the pros and cons of alternate plans as well as other Medicare information you need to know. Choose from one of our three dates: Tuesday, October 22 @ 1pm Wednesday, October 23 @ 6pm
Read More

Categories: Uncategorized.

When Should I Seek Financial Advice?

Here are some life milestones and events that mark when you should make the call to a financial advisor. When there’s a new baby in the family. Parents, grandparents, siblings—everyone is affected when the new baby comes along. Now is the time to plan for what this tiny family member will grow to need in the future—especially college funds. And now is also the time to make sure that you have the right insurance and protections in place to see the child through to adulthood should something unexpectedly happen to you. When you get married. Two people joined together in
Read More

Categories: Uncategorized.

Social Security & Medicare: What You Need to Know

If you’re recently retired or planning to retire soon, you’ve likely thought about Social Security and Medicare. With so much information out there, sometimes it’s hard to know where to start. That’s why we want to share some of the basic information you need to know about these federal insurance programs. Social Security One of the major benefits of Social Security is that it serves as a predictable, steady and inflation-adjusted income that lasts the rest of your life. The checks roll in like clockwork. It’s just like having a career, only your job now is to just enjoy your
Read More

Categories: Uncategorized.