Since March 2009 the stock market has been on a perpetual rally.The price of the S&P 500 has more than quadrupled. It leaves many to wonder how long this bull market will last. Many can still remember the go-go 90s, an entire decade of unsurpassed stock market performance each year which just seemed to go higher and higher. They also remember the corrections of 2000-2003 and 2008 as well... where they gave back much of the previous gains they had enjoyed. The year 2000 to the year … [Read more...]
Tax Law Change Summary
As you may know, new tax law changes were recently implemented which may impact you. In reviewing these changes, I came across a good article on CNN news that does a nice job of summarizing the changes. (From http://money.cnn.com/2017/12/15/news/economy/gop-tax-plan-details/index.html ) … [Read more...]
How & when to apply for Social Security retirement benefits
You’ve decided that you’re going to apply for Social Security retirement benefits, but how does that process work and when do you need to apply? When to start In order to apply for Social Security benefits, you need to be at least 61 years and nine months old, but you won't begin receiving benefits until you turn 62. Of course, you don’t have to start collecting your retirement benefits at 62 years old and you can apply for Medicare without collecting retirement benefits at the same time. … [Read more...]
10 Medicare Mistakes Part 2
Last week we highlighted our Medicare resource partner, Paul Davis and shared part 1 of his article, 10 Medicare mistakes. This week we continue with part 2. Choosing the least expensive health care option at 65 thinking you can change to the better plan later when you need it. You have an open enrollment at 65 to choose from all of the options in the marketplace. Medicare supplement plans will require health history questions to enroll at a later date. Medicare supplement plans are … [Read more...]
10 Medicare Mistakes Part 1
This week we would like to highlight our Medicare resource partner, Paul Davis. Paul has been in the health insurance industry for more than 33 years, specializing in Medicare and Medicare Advantage plans. If you have a question about Medicare or would like to find the best Medicare and Medicare Supplement plan options, I encourage you to get in touch with Paul. Here are several ways to contact him: … [Read more...]
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