Articles Showing articles related to: Professional Services
Stop experiencing market loss
Because of market volatility and confusing media stories, many people are unsure of what to do with their retirement money, laments Brody Fiesler, who, with his dad, Bill, owns Annuity & Estate Planning Concepts LLC. “All too often, people are inactive or reactive instead of being proactive when it comes to their money,” Brody says...
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Planning for Medicaid
The tail end of the baby boomers—those born between 1946 and 1964—will be reaching age 60 next year. For the nearly 3 million Ohioans who are 60 and above, the issue of estate planning, and particularly Medicaid planning, is a concern. I reached out to local estate planning attorney Margaret T. Karl for some insight. “One...
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Now's is the time for a review of your current standing with Medicare
For people with Medicare, September is traditionally a time to review their current plan. Taking a quick couple of minutes to chat about Medicare with me is different from the Annual Enrollment Period, which this year runs from Sunday, October 15, to Thursday, December 7. I’d like to invite you to spend just a few minutes on the phone, via...
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Take a proactive approach to Medicare
For people with Medicare, September is traditionally a time to review their current plan. Taking a quick couple of minutes to chat about Medicare with me is different from the Annual Enrollment Period, which this year runs from Sunday, October 15, to Thursday, December 7. I’d like to invite you to spend just a few minutes on the phone, via...
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Who’s looking after your insurance coverage?
When was the last time your insurance agent really looked at your insurance coverage? Sometimes you’ve been with a carrier for so long things happen automatically, like increases in premiums, and you don’t question or even notice. When no one is looking after you, mistakes and gaps in coverage happen. Scott Andrew Mills I recently...
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