Uncategorized
Covid 19 & Tax Law
How the Coronavirus Aid, Relief and Economic Security (CARES) Act Impacts You On March 27, 2020, the Coronavirus Aid, Relief
Read moreMedicare Season Opens
Comparing Medicare Advantage to Medigap Medicare…Medicare Advantage…Medigap…what do these terms mean and what’s the difference? Let’s first go over the
Read moreSavings – A New Year Resolution
2019 Update on Different Retirement Plan Types The New Year has begun. Are you keeping your resolutions? One good resolution
Read more5 Ways to Help Elderly Parents Manage their Finances
As parents age, money can be a sensitive issue. But if you notice your parent struggling to keep up with
Read moreMoney & Retirement_Now is the Time
New experiences, give it a try! After 40 years on the job what is holding you back from working or
Read moreSOCIAL SECURITY CHANGES
Thank you to Randy Anderson – AXA Advisors and Jim Loquai – Excel Financial for the following Social Security retirement
Read moreMEDICARE/MEDICAID – becoming a paid family member caregiver
Special thanks to Liz Tredennick (lizknowsmedicare.com, 303-359-1136) for the following information– When a person applies and is accepted for Long
Read moreNet Investment Income Tax FAQs, a new TAX to fund health care cost
Net Investment Income Tax FAQs, The Net Investment income tax is an integral part of the Affordable Care and Patient
Read moreWhen do you need a Guardianship or Conservatorship in Colorado?
When do you need a Guardianship or Conservatorship in Colorado? More about the Author: Marco D. Chayet is an Elder
Read more