Tag Archives | wealth protection

Medicare 2013 Annual Enrollment Period

The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity […]

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Critical Estate Planning Documents

According to The Council for Disability Awareness, over 36 million Americans are classified as disabled (12% of the population). How do you protect yourself and your heirs in the event of disability? I recently wrote about the importance of having a will in place. But a will does not protect you if you become disabled […]

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The Long-Term Care Dilemma: Insurers Leaving, Premiums Increasing

We often receive questions about long-term care insurance and those questions have increased lately with the news that several insurers are leaving the long-term care market. While most of our clients have done a fantastic job of accumulating assets and self-insuring their long-term care needs, parents, family and friends may benefit from the following insights […]

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