Planning for the Future Articles | Retirement Resource Guide

Choose a Plan that gives you more for your Medicare Dollar

Choose a Plan that gives you more for your Medicare Dollar

Take advantage of a Medicare plan that provides a lot more than doctor and hospital coverage. AARP® Medicare Advantage plans from UnitedHealthcare® include many additional programs and resources that could help you save money and live a healthier life. [...]

Mary Ann2021-11-17T12:15:14-05:00November 17th, 2021|Insurance|

Medicare: Questions from Retirement Resource Guide Readers

Medicare: Questions from Retirement Resource Guide Readers

Medicare is confusing. Approaching your 65th birthday requires action on most people’s part. Read below as Daniel Gomez, owner of Good Life Insurance Company answers questions from our readers. [...]

Mary Ann2021-09-06T17:23:50-04:00September 6th, 2021|Insurance|

Medicare: 6 Important Steps when Turning 65

Medicare: 6 Important Steps when Turning 65

Age 65 is an important time for many. This is the time when many will become Medicare eligible. If you are turning 65 soon, you are next up to join the ranks of Medicare beneficiaries. There are a few things we feel is important to know. [...]

Mary Ann2021-09-06T17:26:18-04:00September 6th, 2021|Insurance|

Medicare Quick Tips

Medicare Quick Tips

There are two ways to get Medicare. There are two ways to get drug coverage. Original Medicare doesn't cover everything. Location impacts your coverage choices. Calculate all your Medicare costs. Protection from high out-of-pocket costs is available. Timing matters when you first enroll. You may be able to enroll or make changes at other times [...]

Mary Ann2021-09-06T17:30:00-04:00September 6th, 2021|Insurance|

It’s Fall, Time for Change

It’s Fall, Time for Change

The main objective of my column is to equip and prepare you, the reader, for an unannounced health event leading to a short or long term care event, while protecting you from huge consequences to your retirement plan. [...]

Mary Ann2021-09-02T21:49:06-04:00September 2nd, 2021|Insurance|

Don’t Fall for Cheap Estate Planning

Don’t Fall for Cheap Estate Planning

Don’t fall for a cheap estate planning process and don’t do your own planning. If you do, you may end up making serious errors. You should not sacrifice great planning for a supposed money-saving deal which likely won’t work and will cost you or your heirs thousands. [...]

Mary Ann2021-06-08T19:06:03-04:00June 8th, 2021|Elder Law, Estate Planning|

Long Term Care Extended Planning “Celebrate Your Freedom”

Long Term Care Extended Planning “Celebrate Your Freedom”

We’ve always been told by our elders, not to take life for granted. Respect and enjoy the freedoms given to us. If we plan for our tomorrows, that often involves insurance that help us manage events that could otherwise have catastrophic financial consequences. [...]

Mary Ann2021-06-08T18:48:38-04:00June 8th, 2021|Insurance|

Is Your Estate Plan Useless?

Is Your Estate Plan Useless?

Want to know what’s useless? An estate plan that doesn’t work. Useless estate plans become a problem after it’s too late. The person who left the mess dies or loses capacity, and they never know the anguish and problems they caused. But their family has to pick up the pieces. [...]

Mary Ann2021-03-16T19:05:47-04:00March 16th, 2021|Elder Law, Estate Planning|

How to Set Financial Goals You Can Keep

How to Set Financial Goals You Can Keep

The start of a new year gives many people motivation to take a fresh look at their finances and focus on their goals for the future - but, as the year progresses, this enthusiasm can fall to the wayside. If you’re someone who falls into this trap, there are steps you can take to stay motivated and set attainable goes for 2021 and beyond. [...]

Mary Ann2021-06-18T15:29:03-04:00March 16th, 2021|Financial Planning & Money Management|

Remembering Marion and “The Masters”

Remembering Marion and “The Masters”

Dave Loggin’s theme song, “Augusta” has graced “The Masters” Golf Tournament television special over the years with its easy piano & guitar duet melody. Whether you are a golfer or not, this reverent, reflective tune reminds me of spring, perhaps closing a chapter on winter issues that dissolve in the beauty of a new season. [...]

Mary Ann2021-03-16T16:55:56-04:00March 16th, 2021|Insurance|

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