100 Bucks – 2020

At times, a hundred dollars still sounds like a lot of money. Other times, not so much. If this is a conflicting moment it seems to me that this attitude would be based on your perspective of the value of money. When was the last time you spent a hundred...

Holy Moly! – 2020

There is only 7 months until next year’s Annual Election Period (AEP) for Medicare. Boy, how time flies. I remember, like it was yesterday, planning for the opportunity of helping thousands of nice folks (in less than 35 working days) to make sure they had...

February Already – 2020

Wow! It seems the year 2020 is off to a roaring start! Why does the month of January always seem to zip by and then it’s already the second month of the year? February gets us one more month closer to spring. Up in the snow-covered areas of our country...

Me Too! – 2020

Gene had a medical emergency and his wife Lucille, drove him to the local hospital emergency facility. They both knew that the hospital was in their Medicare Advantage network and had no worries about being responsible for out-of-network financial charges....

Are you or your broker a genius? – 2020

Happy New Year! So, are you or your broker a genius? Did your investment portfolio do absolutely fantastic for year end? Brokers and portfolio man- agers tend to think that they are geniuses when portfolios perform well. But when they don’t perform well,...

What’s Important? – 2020

AS we enter this new year of 2020, we need to take stock of what is important. Each and every person reading this article will have their own unique answer to that question and your answer makes you……. you! Many of us immediately think of what's important...

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