Can You Believe It? Medicare Open Enrollment Is Almost Here!
AEP is the Medicare Annual Election Period that occurs from October 15th to December 7th when current enrollees in a Medicare Advantage Plan or stand-alone ...
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Small Business Life Insurance
Why Life Insurance? Are you a small business owner or a co-owner/officer of a small business? If you are, you have a need to protect ...
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Will Medicare Be Changing in 2021?
Medicare is constantly changing. We have seen many changes to Medicare in the past 12 months to deal with the Covid-19 pandemic such as hospitalization ...
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Long Term Care Insurance is very affordable
Dear Clients, Long Term Care insurance is a Godsend. My wife, Caroline, and I both helped our mothers find long term care facilities in the ...
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401(K) – IRA – SEP? Do You Have A Safe Bucket?
The historical paradigm says to put your money in a tax-qualified plan like a 401(K), IRA, SEP, get a tax deduction, and let your money ...
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“New” College 529 savings plan, Bad idea!
“New” College 529 savings plan, BAD idea! Don’t get sucked into doing a College 529 savings plan. These plans are very restrictive on how the ...
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