by David Schaeffer | Jan 26, 2017 | Medicare, Uncategorized
Time to Shop Medicare Minute Jan 2017 Time to Shop [spacer height=”02px”] By David S. Edge [spacer height=”02px”] We have just completed the Annual Election Period where folks with Medicare Advantage plans and independent Part D...
by David Schaeffer | Oct 11, 2016 | Uncategorized
Good news for Medicare in Maricopa County! By David P. Schaeffer Good news for folks in Maricopa County on Medicare Advantage Plans and Part D Prescription Drug Plans. If you are on one of these programs, check your mail for the “Annual Notice of Change” (ANOC) that...
by David Schaeffer | Sep 26, 2016 | Uncategorized
Why am I Me: Frustration. Ever have one of those days? By David Edge You know ….the ones when just absolutely nothing seems to go your way? Getting dressed, you find a button is missing or the zipper is broken? You burn breakfast and then think just skip it...
by David Schaeffer | Sep 19, 2016 | Uncategorized
Success Story of the Month: Grown Kids!!! Ahhh!! By David S. Edge Unfortunately this is a tale of woe we hear many times from many clients who have grown kids who are not quite as successful as they wish they were. Fortunately, there are answers for these grown kid...
by David Schaeffer | Sep 14, 2016 | Uncategorized
Good idea. Poor execution. By David P. Schaeffer The Affordable Care Act is still a hotbed of controversy. My point of view is not political, it’s practical. We have hundreds of clients that are under the age of 65 and covered on individual health insurance plans. It...
by David Schaeffer | Sep 6, 2016 | Uncategorized
Who is in control of your retirement income? We can help! If your portfolio goes up and down every time a headline hits the news, but your expenses stay the same, is that a problem? Are you concerned about running out of money in retirement? Are taxes eating into your...
