Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.
Anyone following financial news in the first eight months of 2022 hasn’t had much to be happy about. It can help to clarify what some terminology actually means and lend it some context regarding the long-term significance of temporary downturns to your portfolio.
Whether you are approaching Medicare age, already on Medicare – or simply want to learn more about it, we hosted a Medicare Awareness Session featuring Bryan Gay of Boomer Insurance Group. We know it doesn’t sound very exciting – but give it a try. You’ll be glad you did.