This website is for demonstration purposes only. Any information provided here does not constitute financial advice. All data, case studies, and testimonials are fictional and are presented solely for illustrative purposes. For personalized financial guidance, please consult a qualified professional.

Your Email Address  |  Your Phone Number

How and When to Sign Up for Medicare

How and When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you...
Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...
TIPS for Inflation

TIPS for Inflation

A look at these securities, in light of the Federal Reserve’s new outlook. This summer, the Federal Reserve made a key policy shift. It announced that it would focus on promoting job creation and tolerate a little more inflation along the way for the near future. Fed...
The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. Parts A & B: Original...
Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020...