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Facts About Medicare Open Enrollment

Facts About Medicare Open Enrollment

How much do you know about the different coverage options?  Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1...
How and When to Sign Up for Medicare

How and When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you...
What is an Annuity?

What is an Annuity?

What you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. In exchange, the insurance company...
TIPS for Inflation

TIPS for Inflation

A look at these securities, in light of the Federal Reserve’s new outlook. This summer, the Federal Reserve made a key policy shift. It announced that it would focus on promoting job creation and tolerate a little more inflation along the way for the near future. Fed...
Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...