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.
The Donut Hole or Coverage Gap: What You Need to Know
Blog Author: Tom PetersonThe Donut Hole or Coverage Gap What is it? Will it affect me? When will that happen and how long does it last?
How to Prepare for the Medicare Annual Election Period (AEP)
Blog Author: John DemkoAutumn.. it’s that wonderful time of year when the leaves start changing, the weather begins to cool down, and the word Medicare appears everywhere you turn! That is because with the change in seasons begins the Medicare Annual Election Period, commonly referred to as AEP. AEP runs each year from ...
What is an Inflation Protected Annuity?
Blog Author: Kari MelloneInflation.. it may be more of a concern than ever before. Because of this you are likely considering all the ways you can save and protect your financial future from the impacts of inflation. With rising costs being a significant concern for all, especially retirees, an inflation-protected annuity ...
