Articles of Interest

Hourglass with Dec 7 deadline superimposed over it.

Dec 1, 2020

Medicare Annual Enrollment Period Is Almost Over!

There is exactly 1 week left in this year’s Medicare Annual Enrollment Period.

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Senior citizen writing a check while look on computer

Nov 13, 2020

Appealing a Higher Medicare Part B Premium

In 2020 most people paid $144.60 for their Medicare Part B premium. The Medicare Part B premium is going up in 2021 to $148.50 per month.

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Senior man sitting with young grandson in skeleton costume, getting ready to carve a pumpkin

Oct 23, 2020

2021 Cost-of-living adjustments for retirees and tax changes for the currently employed.

On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.

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Prescription bottles, medications over dollar bills with a stethoscope on top

Oct 15, 2020

Medicare Enrollment Period Is Here!

It is the 2021 Medicare Enrollment season. For the next 53 days anyone who has a Medicare HMO, PPO, POS or Prescription Drug plan can change their plan for 2021.

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Close up of man's hand using a pill holder to organize daily medications and vitamins

Oct 2, 2020

Drug Tier Basics

As we inch closer to the Medicare Annual Enrollment Period, it is important to truly understand the different Medicare drug tiers and what they mean.

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Senior citizen woman outside in autumn with her beagle dog

Sep 18, 2020

Be Ready for Medicare's Annual Enrollment Period (AEP)

Even if your situation has had little changes or no changes at all, it is always best to review your options every year. Being prepared for AEP can ensure you have the best plan for your needs.

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Medicare Planning/Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning

Setting aside funds to provide deferred income benefits at retirement.

  • Rollover IRA
  • ROTH IRA
  • Traditional IRA
  • SEP
  • CD Alternatives

Insurance Planning

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation