Health Savings Account (HSA) Update
Health Savings Accounts can be a powerful part of your financial plan! These long term saving vehicles offer great tax advantages as you save for future medical expenses. ...
Read More >When a Woman Hits Menopause
Menopause is a health event in every woman's life, but one that isn't often addressed by financial planners. it is important to be mindful that as physical and mental health considerations change, so too may your financial needs!...
Read More >Time to Start shopping your Medicare Part D plan
Did you know you can preview 2022 Part D Medicare plans now, even though enrollment isn't until October 15th? Plans can change every year, so make sure all of your current medications are covered. Log into your Medicare account and start comparing now!...
Read More >Medicare Premium and Annual Deductible Updates for 2022
2022 Medicare information is here - find out the new prices for your premiums, deductibles, coinsurance amounts, and income related monthly adjustments....
Read More >College Bound? Don’t Forget Critical Documents
There are plenty of articles on what your child should bring with him/her to college, how to decide on a major, and even how to deal with a new roommate, but nobody ever talks about what happens when things go wrong....
Read More >Social Security and Medicare Updates for 2019
Before you start wagering additional income on your mid-term election favorites, remember that one of the most important enrollment periods of the year kicks off today: The Medicare enrollment period begins on Oct. 15 and continues through Dec. 7....
Read More >College Bound? Don’t Forget Critical Documents As You Pack!
There are plenty of articles on what your child should bring with him/her to college, how to decide on a major, and even how to deal with a new roommate, but nobody ever talks about what happens when things go wrong....
Read More >Avoiding Financial Disaster Due To Medical Disability
This week, we’re highlighting an example of being prepared financially for the unexpected to help understand why it’s so important....
Read More >It’s Medicare Season, Part 3 of 3
Health care costs continue to be an important retirement planning consideration. In this article, you’ll find some tips on shopping your Part D coverage (which you should do every year during Open Enrollment) both for yourself, if applicable, or for someone you may care about or care for....
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