To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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  • 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 [...]

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

    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. [...]

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