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Retiring in Boca Raton? Two things to know about COBRA & Medicare

Retiring in Boca Raton? Two things to know about COBRA & Medicare

July 18, 2019 in Money, Personal Finance 0Comments

Spousal only COBRA is a winning choice. Beware of COBRA if you are Medicare eligible. Note: Always consult with your company’s human resources department to confirm your options. A spousal only COBRA option is available for up to 36 months…

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Planning for the Future: Five Things to Consider

Planning for the Future: Five Things to Consider

June 15, 2019 in Business, Consulting, Economy, Long Term Care Insurance, Medicare, Medicare Insurance Enrollment, Money, Personal Finance 0Comments

Getting older is a natural part of life we all hope to experience. We want to travel the world, watch our children and grandchildren grow up, and hopefully retire into comfortable life surrounded by the people we love. When it…

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Long Term Care Insurance Quotes

Long Term Care Insurance Quotes

March 15, 2019 in Consulting, General, Long Term Care Insurance, Medicare, Medicare Insurance Enrollment, Money, Personal Finance 0Comments

Thinking about enrolling in long-term care insurance? Want to get yourself familiarized with the various Medicare options available? The Center for Long Term Care Planning wants you to feel comfortable and looked after during this process. We are the first…

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Simple Solutions for High Net Worth Individuals

Simple Solutions for High Net Worth Individuals

October 8, 2018 in Long Term Care Insurance, Money, Personal Finance 0Comments

For people who realize that if they want both quality care and financial security as they age, they need to do something now. The following example is taken from an actual client case. Client:  Couple; wife’s age 66 & husband’s age…

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The Power Of The Pension Protection Act

The Power Of The Pension Protection Act

July 21, 2018 in Business, Long Term Care Insurance, Money, Personal Finance 0Comments

For people who realize that if they want both quality care and financial security as they age, they need to do something now. The following example is taken from an actual client case using the Pension Protection Act.

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New Medicare Cards Starting April 2018

New Medicare Cards Starting April 2018

November 14, 2017 in Medicare, Money, Personal Finance 0Comments

The Social Security Number Removal Initiative (SSNRI) is ready to launch. “Medicare will be removing Social Security Numbers from Medicare cards to prevent fraud, fight identity theft, and keep taxpayer dollars safe. The new card contains a unique, randomly-assigned number that…

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Recent Posts
All About Medicare Part A & Part B Coverage
All About Medicare Part A & Part B Coverage
January 13, 2023
5 Ways Having Life Insurance Can Benefit You
5 Ways Having Life Insurance Can Benefit You
January 4, 2023
Retiring From Employer Insurance? Here Are Some Future-Ready Steps You Should Take
Retiring From Employer Insurance? Here Are Some Future-Ready Steps You Should Take
December 13, 2022
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Recent Blog Posts
All About Medicare Part A & Part B Coverage
All About Medicare Part A & Part B Coverage
January 13, 2023
5 Ways Having Life Insurance Can Benefit You
5 Ways Having Life Insurance Can Benefit You
January 4, 2023
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Recent Posts
All About Medicare Part A & Part B Coverage
All About Medicare Part A & Part B Coverage
January 13, 2023 0Comments
5 Ways Having Life Insurance Can Benefit You
5 Ways Having Life Insurance Can Benefit You
January 4, 2023 0Comments
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