fbpx
Pre Loader

Insurance

/Insurance

What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018. If you’re satisfied with your current coverage, you don’t need to make changes, but it’s a good idea to review your options. During Open Enrollment, you can: Change from Original Medicare to a Medicare Advantage plan, or vice versa Switch from one Medicare Advantage plan to another Medicare Advantage plan Join a Medicare prescription

Back to Basics: Insurance for Every Need

Recently, I was dramatically reminded of the need for a conversation about insurance planning as a part of any discussion of financial planning and goals. We often think of planning for a secure retirement as being all about what we have saved in our 401(k), other retirement plans and investment accounts.  We take great care in crafting a suitable portfolio and allocation to fit an individual or family’s risk tolerance and time horizon.  We carefully monitor the investments, with money managers