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Total: 11 results found.

Medicare Part D Enrollment for 2012 Comes Early this Year

Created on Monday, 12 September 2011. Posted in main/blog

Health care reform made significant changes to the Medicare Part D prescription drug program. The annual coordinated election period will be October 15 through December 7 in 2011 and future years; in prior ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... matters worse, their health may be deteriorating increasing their health care costs and making planning for future care needs essential. Sometimes there are signs of financial distress. Ray's daughter ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... to their Medicare Part B and Part D premiums, they were spending well over $800 a month on their health coverage. Both are relatively healthy. Their only medical expenses during the year were twice annual ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... chronic disease are between the ages of 18 and 64. See Estate Planning for People with a Chronic Condition or Disability (2009 demosHEALTH) and www.rv4thecause.org . At Core, we have found that the natural ...

Retirement health care costs are skyrocketing...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our boomer clients have found themselves responsible for their parents financial and health care planning. We are expert at assisting clients with both. For seniors, health care costs are consuming ...

Because they are close to retirement and realize the importance of...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

... should you begin taking Social Security? What will health care expenditures be after retirement and how can I better plan for them? How can I balance the need for a comfortable retirement income and my ...

Retirement Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially ...

Financing Health Care

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...

Medicare Analysis

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

... health and finances.  ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

... with David – a tribute to his ability as an investment advisor and the personal services he provides to his clients. Jim Sullivan joined the firm providing broader financial planning expertise and health ...

Life After 65

Created on . Posted in Category

... and income strategy to helping you plan for your health care needs and estate planning we can make the complicated simple, and the confusing easy to understand.  ...