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Congress Passed a Stimulus Package – Now What?

budgeting tips Certified Financial Planner Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits Investment Advice Medicare Registered Investment Advisor Retirement Planning March 27, 2020 Author: Deborah Doyle

We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]

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Coronavirus and the Markets

Certified Financial Planner CFP Estate Planning Financial Advice Financial Advisor Financial Services Health Benefits Investment Advice Investment Strategy Life Insurance Long Term Care Medicare Recession Registered Investment Advisor RIA Uncategorized Wealth Management March 12, 2020 Author: Woody Derricks

We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be.  Unfortunately, when the markets are nervous, they tend to go down quickly. We’re assuming that we’ll […]

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Medicare Tips and FAQs

Financial Advisor Medicare August 18, 2017 Author: Woody Derricks

Medicare is a health insurance system provided by the federal government. It is generally utilized by individuals 65 and older, but it can also be used by younger people who suffer from certain disabilities or diseases – like Lou Gehrig’s or end-stage renal disease. If you believe that Medicare eligibility is in your future, it’s […]

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Medicare Basics – Newsletter

Medicare Retirement Planning Retirement Planning for LGBT Couples August 30, 2016 Author: Woody Derricks

Medicare Basics (6/2016 Newsletter) When can you sign up? Most people will become eligible for Medicare at age 65 and can sign up as early as three months prior to their 65th birthday and as late as three months after. If you apply prior to the month in which you turn 65, coverage should begin […]

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