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11 Oct The Basics of Open Enrollment
Ugh. That’s the likely reaction from many people when its open enrollment season. I know it’s been mine every year. Most employers offer this once-a-year opportunity to select from various employee benefits and insurance choices. But if you’re one of those employees, it likely means...
27 Feb Loving Your Elderly Parents
We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned and in fact, in many cases, don’t have much of an estate plan, if any.
22 Feb Swim with Jim – Long Term Care Planning With Beata Everett
We’re speaking with Beata Everett of Long Term Planning Associates about long term care and insurance to pay some of this expense. Questions Asked What is Long Term care and Long Term care insurance? What are CNA’s and HHA’s? Any provisions for family members to...
21 Dec Reverse Mortgage Line of Credit Could Fund Long-Term Care
There’s a 70% chance that people over 65 will need some kind of long-term care, including services such as home care, assisted living and skilled nursing, according to government statistics.
05 Dec Daily Juice 099 – End of year Moves- Review employee benefits (open enrollment)
Open enrollment season is the time of the year when you are allowed to make changes and review selection of benefits provided to you by your employer. Let’s discuss the most typical selection of benefits: Health, dental & vision insurance – make sure you understand...
