What Will You Pay for Medicare in 2017?
Medicare premiums will increase in 2017, but about 70% of Medicare beneficiaries will only see a nominal increase. Learn more in this week’s Insurance Tip.
Habits That Threaten Your Identity and Pocketbook
Some of our basic habits may leave us vulnerable to ID theft and scams. Learn what you can change in this special Insurance Tip.
Caring for an Aging Parent Checklist
Caring for an aging parent is more than making sure they don’t fall. Use our checklist covering seven key areas in this week’s Insurance Tip.
Is it possible to name a charity as the beneficiary of my life insurance policy?
If you’re charitably inclined, you can use life insurance to benefit your favorite non-profit. Read all about it in this week’s Insurance Tip.
Seniors Beware, Affordable Care Act Will Be Cutting Your Medical Deductions
In 2017, seniors will only be able to allow a medical expense deduction that exceeds 10% of their AGI. Read all about it in this week’s Insurance Tip.
In the News: A Primer on Medicare and Open Enrollment
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains Medicare and the current open enrollment season. Read the Article
Medicare Open Enrollment Period: Changes You can Make & What to Consider
Medicare Open Enrollment Period is Oct. 15 through Dec. 7. Learn what you can change and what to consider in this week’s Insurance Tip.
A Primer on Medicare and Open Enrollment
Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.
Life Insurance: Filling an Economic Need
Today’s Marietta Daily Journal: Bil Lako CFP® explains while life insurance needs decrease with time, investors may still want it. Read the Article
Medicaid Planning Goals and Strategies
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.