Month: October 2013

Will Your Stocks Go Up or Down?

Two weeks ago, Wells Fargo announced better than expected earnings and record numbers. You would expect their stock price to soar. But did it?   No, it went down. It reminded me how a few years ago Exxon Mobil announced that they earned more money in a single quarter than any company had in history.…
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October 25, 2013 0

November is Long-Term Care Awareness Month

November has been declared Long-Term Care Awareness Month because even the U.S. Congress recognizes the importance of making people aware of the risks and costs associated with long-term care. As a professional committed to helping people protect themselves against the risks of long-term care, I want to share some basic information with you regarding what…
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October 25, 2013 0

Ticket to Work: A Way to Ease Into the Workforce Without Losing SSDI Benefits

Quite a few of our clients and friends are on Social Security Disability (SSDI). Last week Jeremy and I had lunch with our good friend Rich Newman, an attorney that specialized in Special Needs cases. Rich Newman is a great guy, a gentleman and one who works very hard on his clients’ behalf to protect…
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October 11, 2013 0

The Medicare Annual Enrollment Period is here!

I have created a simple Q&A to help you navigate through the complexities of Medicare. If you have any questions, please contact me at your convenience, or attend next week’s Medicare Open Enrollment Lunch (or Dinner) ‘n Learn (See Below). Medicare 2013 Annual Enrollment Period  Oct 15th – Dec 7th (2013)  (Changes effective January 1st…
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October 11, 2013 0

Washington Update

As I pen this column, the government is still shutdown because the politicians in Washington, DC can’t seem to get along. It’s happened before, and it is very likely to happen again, especially given how serious our financial issues are and how members of the house and senate seem way more concerned about winning reelections…
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October 11, 2013 0