by David Schaeffer | Feb 6, 2015 | Long Term Care
Medicare and Long-Term Care? What is it and What’s covered? The high cost of long-term care is what most folks are concerned about. When discussing this with clients, the one thing we ask is “What’s your Plan?” Many people take this as what long- term care policy do...
by David Schaeffer | Feb 6, 2015 | prescription
Hey! Look what came in the mail!! It’s A Prescription Drug Discount Membership! I get at least a call a week from our wonderful clients alerting me to the unbelievable discount prescription card program that came in the mail! And wanting to know if it’s for real?...
by David Schaeffer | Feb 2, 2015 | Events
You’re Invited!!! Come and experience the creative art of Kenneth Sherman! You will enjoy the various ways he expresses his art through acrylic, watercolor, and sculpture. Wednesday Feburary25th 2015 at 5:30 PM at our offices located at 14861 N. Scottsdale Road, Suite...
by David Schaeffer | Mar 26, 2012 | Estate Planning, Life Care Planning, Long Term Care
Life Care or Long Term Care planning is an important element in a comprehensive Retirement plan. According to the Attorney General of State of Arizona the following Long Term Care Planning Documents are very important to basic elements. 1. Durable Health Care Power...
by David Schaeffer | Mar 10, 2012 | Investments, Qualified Money (IRA), Retirement Planning, Savings
Minimum Retirement Plan Distributions Qualified retirement plans offer tax benefits if you follow a few IRS rules. Retirement Plans are intended for Retirement Penalties for early withdrawal help discourage early withdraws and guides investors to withdraw their...
