Medicare Annual Enrollment is here now that it is October, and we encourage you to be aware your prescription plan may have changes that will impact you. People often get comfortable in their Medicare prescription plan, but there may be a plan to cover your drugs or...
After enduring Covid, who would have predicted we’d be plagued with inflation, impending recession, and rapidly rising interest rates? With nearly all broad-market indices negative double-digits for the year, it sure is tempting to just bury money in the...
I’m happy to share, we have two new additions to our team: Catherine Jones, Administrative Assistant and Toni Tucker, Medicare Operations and Client Services Associate! Catherine joined the team at the beginning of summer. Many of you know Catherine from her time at...
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. As a couple, your combined retirement assets are not just limited to what you may have...
When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions. One that the government makes for you is requiring that you withdraw at least some of your...
