by oakcrestuser | Oct 5, 2021 | Healthcare, Retirement Planning
It starts on November 15. What is changing – and what isn’t? This fall, we have another Medicare enrollment season coming – and in the wake of health care reform, some things will start to change while other things will remain relatively the same. Click to read...
by oakcrestuser | Oct 1, 2021 | Business Planning, Education Planning, Estate Planning, Investing, Personal Finance, Retirement Planning, Tax Planning, Working with a Financial Advisor
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s...
by oakcrestuser | Sep 28, 2021 | Personal Finance, Retirement Planning
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these...
by oakcrestuser | Sep 24, 2021 | Healthcare, Retirement Planning
How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an...
by oakcrestuser | Sep 21, 2021 | Healthcare, Retirement Planning
How can households meet the challenge? Are prescription drug costs burdening your finances? Some people find it a challenge to manage the cost of prescription drugs. Americans pay an average of $1,200 per year for medicine. For those facing greater and more dangerous...
by Diane Olinger | Sep 17, 2021 | Personal Finance, Retirement Planning, Tax Planning
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.1 These changes only impact new...
