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Money Conversation with Your Kids 

How to Recognize and Prevent Elder Financial Abuse 

Benefits of Dental Insurance

The benefits of enrolling in a dental insurance plan include no-cost preventative services, negotiated pricing, and help paying for many dental procedures.

SECURE Act & Your Retirement

Retirement Resolutions for A New Year 

Are You Ready for Your Insurance Review?

Let’s start 2020 right, with a review of your insurance needs. I know that I always bring this up around this year, but that’s because I believe it’s so important to take a half hour or so for a quick call to review your insurance needs.

Plan To Have Medicare Coverage For Your Winter Travel 

Save on Your Premium

We all need insurance which means we all have premium to pay. We’ve compiled 9 top tips to reduce your premiums without sacrificing coverage.

Qualified Charitable Contributions for 2019 

2020 Important Retirement Numbers 

What Happens if You Miss Medicare Open Enrollment?

Missing the open enrollment deadline can result in having inadequate or costly coverage. However, you may still be able to make Medicare coverage changes without waiting until 2020 (although there is no guarantee).

Should You Use Credit Or Debit Cards For Holiday Shopping?

Good News: Part D Donut Hole Closes in 2020

For stand-alone Part D prescription drug plans, the maximum allowable deductible for standard Part D plans will increase to $435 in 2020, up from $415 in 2019. The out-of-pocket threshold (where catastrophic coverage begins) will increase significantly, from $5,100 in 2019 to $6,350 in 2020 (the copay amounts for people who reach the catastrophic coverage level […]

Do Presidential Elections Actually Impact The Stock Market? 

2020 Contribution Limits for Employer Sponsored Plans