For years I’ve been telling whoever would listen to think twice before signing up for Medicare Advantage which you can get for free or almost free with extras like dental, hearing, etc. But like most things in life, there’s no free lunch. And Medicare is no exception.
To our friends who are tax and estate planning professionals,
We hope you're staying warm and healthy. Here is a list of articles that caught our eyes recently. We hope you find them interesting and helpful to your practice as well. The question of how much life insurance you need can stir up an emotional as well as economic bees’ nest. We've heard sentiments ranging from, “I want my family to have everything in abundance,” to “I don’t want my spouse to get rich from my death.”
At its core, retirement planning is simple. You trade income during your working years for income during your non-working years. To do this, you set aside a portion of today's income and accumulate enough so you can live off of it in retirement.
I worked my way through college. Having a part-time job and working a lot of hours wasn’t fun, especially during mid-terms, finals, and summer breaks. But, thankfully, I was able to graduate without any student loan.
To our friends who are tax and estate planning professionals,
I hope you're enjoying the summer -- and staying cool and healthy. Here is a list of articles that caught my eye recently. I hope you find them interesting and helpful to your practice as well. |
AuthorElliott Bay Insurance Archives
July 2023
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