Should I Buy an Annuity in 2024?
Blog Author: Kari MelloneAre you wondering if now is the right time to purchase that annuity you’ve been considering? You are not alone, and timing plays a crucial role in purchasing and using an annuity as a wealth-building tool for future financial success. It affects your investment amount, potential gains, and the ...
5 Travel Tips for Older Adults
Blog Author: Kathy IngulsrudTaking a trip can be a fun and exciting time, however the preparations before leaving for a small or grand adventure can be a bit stressful. From travel and lodging plans, to-do-lists, checklists and itineraries there is a lot of work to do. One area of preparation that often goes overlooked is ...
Annuity Withdrawals: Strategies for Maximizing Income
Blog Author: Kari MelloneMaximizing your return is the goal of any investment, and annuities are no different. Making the most of your annuity investment requires not only a strategy grounded in planning and knowledge, but selecting the right structure for your withdrawals is imperative to ensure you have the best possible ...
Tax Implications of Annuities: What You Need to Know
Blog Author: Kari MelloneAn annuity can be a great way to build wealth and prepare for financial success in the future. One of the most important factors to consider when choosing an annuity is the taxation of the profits you generate from this investment vehicle. Different types of annuities are taxed differently, and ...
Are You Satisfied With Your Medicare Advantage Plan?
Blog Author: Todd LewisonAre you satisfied with your Medicare Advantage plan? This is a question to ask yourself regularly. Although Medicare plans have many similarities, the benefits and coverage they provide can vary sometimes quite drastically! Therefore, if your Medicare plan isn’t providing coverage in areas that are ...
When Should I Sign Up For Medicare?
Blog Author: John DemkoIf you are nearing Medicare eligibility, you are likely wondering when exactly you should sign up for your Medicare benefits. The answer to this question is sometimes more complex than one would expect. In this article, we’ll uncover the factors to consider when deciding exactly when you should ...
Why Timing is Everything When Buying an Annuity
Blog Author: Kari MelloneAn annuity can be a great way to build wealth and prepare for financial success in the future. One of the most important factors when it comes to purchasing an annuity is timing. Timing will influence how much you invest, how much you will gain and the significance your annuity will make on your ...
Part B vs. Part D Medicare Drug Coverage
Blog Author: John DemkoWhen it comes to Medicare, there are several different parts of coverage that cover various healthcare services and prescription medications. Medicare Part D is commonly known as prescription drug coverage in Medicare. Although Medicare Part D does cover most prescriptions, especially those ...
When Can I Make Changes to My Medicare?
Blog Author: Todd LewisonIf you are starting Medicare or if you are currently on Medicare, it is important to know when you have the option to change your plan coverage. We’ll address the key timeframes to be aware of so you can feel empowered when making your Medicare decisions.
