Wealth Report | Riding out the Bear Market
RIDING OUT THE BEAR MARKET Don’t let market downturns derail your long-term goals. Overview “What goes up must come down.” Investors were brutally reminded of this phrase in 2020, when…
Wealth Report | Midterms and Markets
MIDTERMS AND MARKETS What midterm elections could mean for your financial plan Overview Americans are heading back to the polls. Midterm elections, scheduled for Tuesday, Nov. 8, will determine not…
Wealth Report | Gift of Organization
GIVING THE GIFT OF ORGANIZATION Make it easy for loved ones to find important documents with this handy checklist. Overview From a birth certificate and driver’s license to account statements…
Low Supply Increases Demand
Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the…
What Are Medicare Advantage Special Needs Plans?
Medicare Advantage Special Needs Plans are varieties of Medicare Advantage Plans that are intended for Medicare beneficiaries with special; needs. Original Medicare consists of Parts A (hospital services) and B…
Medicare Advantage PFFS Plans
A Medicare Private Fee-For-Service (PFFS) plan is a Medicare Advantage plan, an alternative to Original Medicare (Parts A and B). These plans are individual insurance policies sold by private insurance…
How Medicare Agents Are Paid
Medicare consists of Original Medicare (Parts A and B), Part C (Medicare Advantage Plans), Part D (prescription drug plans), and Medicare Supplement plans. All of these plans, other than Original…
What in the world is the WEP & GPO, and how can it affect your retirement income plan?
By Ryan Hurr Financial Advisor – Heritage First Anyone who has heard these two acronyms/initialisms are likely the ones impacted by them. And if not, you will be or have…
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