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End of the Year Financial To-Do List

This time of year is always so busy with the holidays, family get togethers, various events and, don’t forget, end of the year projects at work. As a result, it’s easy to postpone financial decisions until the new year. Keep in mind that timing is especially important when it comes to making tax-related moves that […]

Modest Increases for 2017 Medicare Parts A & B Premiums and Deductibles

With the Oct. 18 announcement by the Social Security Administration that the cost-of-living adjustment (COLA) for Social Security benefits would only be 0.3% for 2017 that triggered a provision designed to protect you from a large increase to Part B premiums. This provision protects about 70% of beneficiaries. Among this group, the average 2017 premium […]

Open Enrollment For Health Insurance is Here!

The yearly period when people can enroll in a health insurance plan is here and will run through January 31, 2017. Pay attention to the important deadlines below to make sure your coverage starts when you need it. If you’re renewing your plan, make sure you do your homework (we can help with that) or […]

Eat Well, Sleep Enough and Move to Stay Healthy

What is physical well-being? It means having good health and enough energy to do the things you need to do and want to do.  How do you maintain physical well-being in our busy lives? Here are a few suggestions. What You Eat Think about what you eat. If possible, try cooking meal yourself, which can […]

Four things to know about Medicare Open Enrollment

Medicare’s Annual Election Period (AEP), also known as open enrollment, happens every year from October 15 to December 7. Here are four things to consider about this Annual Election Period. After you read this give us a call with your questions. 1) Medicare Open Enrollment is for Switching Plans Medicare Annual Election Period Open Enrollment […]

Pick a Plan, then Find The Right Doctor

Picking a health insurance plan is only half the battle. Now you have to pick your primary care physician. You’ve picked out your health insurance plan, now take the next step and find a doctor.  If you’re enrolled in a Medicare health insurance plan or under 65 health insurance plan then you need to think […]

September is Life Insurance Awareness Month

Listen to race car driver Danica Patrick’s story and thoughts about protecting your family with life insurance. No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you can’t avoid. In the event of a tragedy, life insurance can help cover: Funeral costs Bills and ongoing living […]

Consider these five suggestions when shopping for Medicare Part D plans

As a Medicare beneficiary, you have a many decisions to make. Selecting the right prescription drug plan is one of the most important. If you make the right choice, you can save money and headache, while knowing you have access to the medications you need. Why we needed a Part D benefit Did you know that […]