Jan 31, 2020 | Financial Planning, Protection Needs
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Jan 23, 2019 | Financial Planning, Medicare/Long-term Care, Retirement, Taxes & Financial Planning
5 Things Women Need to Understand About Social Security Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, of course, but as a demographic, women derive more benefit from this government-sponsored retirement program. To...
Nov 5, 2018 | Financial Planning, Health Insurance, Medicare/Long-term Care
Searching for Health Coverage in the Years Before Medicare If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage....
Mar 12, 2018 | Business Owners, Financial Planning, Life Insurance
Why Life Insurance Has to Be Part of Your Wealth-Building Plan The following excerpt is from entrepreneur.com from Mark J. Kohler and Randall A. Luebke’s book The Business Owner’s Guide to Financial Freedom. Every day, life insurance companies pay death benefits to...
Oct 23, 2017 | Disability Insurance
Check out the video below to find out more. Video provided by MassMututal DISCLOSURE Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513.794.6794. Investment Advisory...
Sep 26, 2017 | Medicare/Long-term Care
The A, B, C, & D of Medicare Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original...
