October Treats – 2020

October Treats – 2020

I have fond memories of trick or treating with my two brothers at an early age. We received all kinds of homemade treats back in the day before people were afraid to eat a homemade treat. Popcorn balls, homemade fudge and cookies, cupcakes, sticks of sassafras or...
Change to save! – 2020

Change to save! – 2020

If you’ve been our client, you know that each year during Medicare’s Annual Election Period (AEP) we contact all of our clients via email or phone call. We get this opportunity each year from October 15th through December 7th to shop and select a new plan that starts...
The Unexpected – 2020

The Unexpected – 2020

As we go through our daily lives, we occasionally get an unexpected curve ball tossed at us from nowhere. Sometimes it’s a blessing, like extra money we didn’t expect, a gift, a winning lottery ticket, or an unexpected phone call or visit from a loved one. Other...
Should I take it? – 2020

Should I take it? – 2020

Pricilla called our office wanting to ask a few questions about retirement in general. So, our customer service team member let her know right away that she indeed had called the right place. “If it’s got to do with retirement, we do it.” she simply stated. As the...