Sep 29, 2020
“It’s the most confusing time of the year.” - Medicare is a complicated yet necessary part of life when over the age of 65. Open enrollment is October 15th thru December 7th, and each year the health and drug plans can change costs, coverage, providers and pharmacies in their networks. You need to be informed, but...
Sep 14, 2020
In these crazy times, many people are leaving or changing jobs for various reasons. When that happens, a big question instantly becomes: What should I do with the 401(k) from my old job? The idea of doing a rollover can seem a little intimidating. On this episode, George breaks down what to consider… and how easy...
Sep 3, 2020
Living through our current political and news climate, it seems like the worst time to do anything other than focus on getting through this chaos… Much less adjusting your investments and long-term financial plans. But this episode highlights what power you may not realize you have (and when to use it) concerning your...