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2024 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:

Investing Financial Planning Taxes Retirement Planning Income Planning Social Security Insurance

Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2023

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD) or Amyotrophic Sclerosis (ALS). The Medicare annual open enrollment period for the 2024 Medicare Advantage and Part D prescription plans begins Oct. 15, 2023, and runs through December 7, 2023. You can change your Medicare Advantage and Part D plans without special enrollment requirements. The 2024 Medicare Parts A & B premiums and deductibles will be available in the latter part of the Annual Enrollment period at cms.gov. If you are applying for Medicare for the first time:

Financial Planning Retirement Planning Social Security Insurance

What if you are involved in a car accident and the other driver has little to no coverage?

Car accidents are inevitable, no matter how carefully you drive. Most of us have been taught to drive defensively – make sure to look out for the other driver to anticipate a dangerous situation and hopefully prevent a potential accident. That can be true of auto insurance policies, as well. We all have car insurance if we own a car, but some drivers may be underinsured, or even uninsured. What if you get into an accident with an uninsured driver or a driver who has only $25,000 in insurance, what happens to the driver who is properly insured and/or has umbrella insurance?

Financial Planning Insurance

2023 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials.  As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health.  We hope you find this checklist helpful! You can download the checklist here:

Investing Financial Planning Taxes Retirement Planning Social Security Insurance

Social Security Increase for 2023

The Social Security Administration (SSA) announced on Thursday, October 13, 2022, that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits by 8.7 percent in 2023. This is the highest increase in 41 years. This cost-of-living adjustment (COLA) will begin for more than 65 million SS beneficiaries in January 2023 and for more than 7 million SSI beneficiaries, on December 30, 2022. Some people receive both Social Security and SSI benefits.

Financial Planning Retirement Planning Income Planning Social Security Insurance

Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2022

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The Medicare annual open enrollment period for the 2023 Medicare Advantage and Part D prescription plans begins Oct. 15, 2022 and runs through December 7, 2022. You can change your Medicare Advantage and Part D plans without special enrollment requirements. The 2023 Medicare Parts A & B premiums and deductibles will be available in the latter part of the Annual Enrollment period at cms.gov. If you are applying for Medicare for the first time:

Financial Planning Retirement Planning Social Security Insurance
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Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2021

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2022 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2021 and runs through December 7, 2021. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Financial Planning Social Security Insurance
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What is the Benefit of Umbrella Insurance & How Do I Get It?

You probably have homeowner’s insurance for your home and car insurance for your vehicle, but do you have umbrella insurance? In a society where many of us are concerned about personal liability and the possibility of being sued rightly or wrongly, the more assets you accumulate the more important personal liability protection becomes. Umbrella insurance will help to cover your legal expenses if someone is injured by your car or in your home. When looking to get Umbrella Insurance, there are a few things you may want to know:

Financial Planning Insurance
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2021 Financial Checklist

April is Financial Literacy Month and the perfect time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:

Investing Financial Planning Taxes Social Security Insurance
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Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2020

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2021 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2020 and runs through December 7, 2020. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

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