Uncategorized

How can I prepare for early retirement? – A closer look at financial factors the impact retirement. Deciding when to retire may not be as simple as it used to be. Today, those who have already retired are facing a volatile economy.  An issue that faces every pre-retiree is at what age he or she […]

  What makes age 70 1/2 so significant? Required minimum distributions (RMDs) most commonly are taken from traditional Individual Retirement Accounts (IRA), workplace retirement plan accounts—401(k)/403(b)/457—or self-employed retirement plan accounts at the age of 70 1/2 for retirees. If you’re at or near retirement age, you’ll soon have to pay taxes on your IRAs and […]

Medicare Made Easy Do you feel you need to make a change to your current Medicare coverage? The annual election period is an annual time for plan changes runs from  October 15th – December 7th. In order to help you prepare for Open enrollment for 2019 we want to provide you with some important information. […]

The Ins and Outs of Open Enrollment Open Enrollment for individuals under Medicare Age (65) starts November 1st and runs through December 15th. In order to help you prepare for Open enrollment for 2019 we want to provide you with some important information. This year there will be plan changes, rate changes, and to prepare […]

On one side, people in the sandwich generation provide some type of care to aging parents. It may include financial, emotional, or health-care help.[I] On the other side, sandwich generation members are taking care of young children or boomerang kids. Boomerang kids are adults who have left home and later returned for financial reasons. Members of […]

  Women, Money, & Power in Retirement Women investors face several challenges to helping build wealth and helping secure their financial futures, and should take an active role in their financial future, long-term goals, and financial health. Women investors face several challenges to helping build wealth and helping secure their financial futures, and should take an […]

What is Social Security? In the simplest terms, Social Security is a government-sponsored retirement benefit designed to replace some of your income while you are retired. Join hostess Stacy Murphy, Associate Insurance Professional at McIntosh & Associates, for an educational presentation about Social Security in the 2019 year. In this educational workshop the following topics […]

The technology world is always changing and the insurance world is no different. Join client services specialist Alex Brandel for a presentation on how to utilize technology within your health insurance policy. This workshop will cover the following topics: How to get virtual ID cards How to see EOBs Setting up automatic payments View benefit […]

Understanding complex terminology is important to protecting, sustaining, and growing your investments. Here is a guide to some of the most common financial terms: Annuitant: The person designated to receive annuity or pension payments. The annuitant also refers to a beneficiary receiving payments from the policy.[i] Annuitization: When the financial amount you hold in an […]

Get the Medicare Advantage plan more individuals in Michigan choose! If you are looking for a personal Medicare plan, we can help! Priority Health Medicare Advantage plans offer what you’d expect — affordable premiums, a broad network of providers and comprehensive coverage. You’ll also get a plan that partners with you in your health to […]

Will Medicare be enough? What would happen if you needed full-time care to assist you later in life? What would that around-the-clock care cost? What would happen to your spouse and other loved ones? The number one issue we see with clients is the lack of long-term care planning. Many people have not prepared and […]

Join us for a detailed and informational ACA annual enrollment discussion. Find out about eligibility and the best healthcare option for YOU. Mindy McIntosh will discuss the Affordable Care Act (ACA), Health Insurance Marketplace, and Open Enrollment for the Affordable Care Act. How do I qualify for a Marketplace Subsidy or tax credit? Do I […]