Monthly Archives October 2018

Medicare Open Enrollment Begins October 15 and Runs Through December 7

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
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A Good Financial Plan Can Help Sync Up With What’s Truly Important To You

Competing priorities, burnout, confusion and overwhelm in our lives can sometimes get in the way of what’s important to us and what we want to achieve in retirement. Have you taken some time recently to consider what you value in retirement? Is it your family, leaving a legacy, or finding your purpose? Maybe it’s leading a mission-driven business or living and sharing your life in abundance? Whatever you value in retirement and, indeed, in life, are what’s most important to you. These values drive our actions. They’re what motivate us and also act as an after-the-fact evaluation of our actions.
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Categories: Uncategorized.