by Admin | May 7, 2021 | Newsletter
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...
by Admin | May 7, 2021 | Newsletter
What you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. In exchange, the insurance company...
by Admin | May 1, 2021 | Newsletter
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...
by Admin | May 1, 2021 | Newsletter
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...
by Admin | Apr 19, 2021 | Newsletter
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...
Recent Comments