This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???
Jeff's latest book, Financial Planning Basics, has just been released [...]
Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
“I don’t know what else I can tell you,” I, [...]
“There’s always something that gets left out when you have [...]
Potential creditors, divorcing spouses, or a problem-in-law: How certain are you that your estate will eventually make it to your grandkids? Find out at my upcoming seminar.
It’s always good to be able to give good news, [...]