Annual Election Period for Medicare Starts October 15th

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. This year there may be plan changes, rate changes, and to prepare you for this, we have created a few educational events for you to attend. Some of the topics we will cover are:

-Is your Medicare plan still functioning optimally?

-What happens if your prescription needs changed?

-Are you prepared for hidden cost through the rest of your retirement?

-In addition, do we need to sit down and make some modifications to optimize your plan’s functionality?

Let us help you solve the Medicare puzzle, as a trusted financial professional and a licensed insurance agent, for over 15 years we can give you advice about your Health Insurance options and help you choose a plan that fits your budget and lifestyle.

Upcoming Open Enrollment Educational Events!

How much is your health plan costing you? The Ins and Outs of Open Enrollment-
Solving the Medicare Puzzle, Medicare Made Easy-

Working in Retirement in an ‘Encore Career’

Experts labeled the birth of more than 76 million babies between 1946 and 1964 the “baby boom.” It was America’s largest generation, although Millennials are on the verge of overtaking boomers. More than 65 million are still living today with about 10,000 retiring per day. The youngest will turn 67, full retirement age, in 2031, when the boomer population is projected to drop to 58.2 million. Read More

Monitor Your Household Finances with Monthly Meetings

Obviously, unforeseen financial (specifically, investment) mistakes were made, which led to the nation’s decade-long economic depression. Human history is filled with tragic tales that have led to some unfortunate decisions. But using tall buildings is certainly no solution to remedy a financial mistake. The adage is true: We all make mistakes, many of which are not necessarily our fault. However, you can easily trace back responsibility for mistakes such as buying a home that is too expensive, making ill-advised investments, not adequately saving for emergencies or retirement, or going into severe credit card debt.

Resources for You
What Does the Required Minimum Distribution Mean? Read More
Recovering from Financial Mistakes
 Read More
Managing Your Finances Following a Job Layoff
 Read More
Everything You Need to Know About Life Insurance Read More

  • Looking to 2019 – How to Prepare for the New Year
  • The Sandwich Generation
  • How and Why to Write a Family Novel
  • Living Sanely with a Sports Addict


Making the transition from the workforce to retirement can be demanding. After years in the public sector, you’re ready to settle into a more comfortable and leisurely lifestyle. As professional financial advisors, we understand the challenges that may lie ahead and present this special report to answer your most pressing retirement questions. DOWNLOAD HERE


“The four most expensive words in the English language are, ‘This time it’s different.’” 

— Sir John Templeton

What You Need to Know About Strokes

Strokes are the leading cause of death in the United States. They are caused when blood vessels in the brain develop blockages or burst.

Without immediate treatment, brain cells quickly begin to die, which can lead to disability or death.

Symptoms of stroke include:

·         Sudden numbness or weakness of the body (especially on one side).

·         Sudden changes in vision or difficulty swallowing.

·         Sudden, severe headache.

·         Sudden dizziness or difficulty walking.

·         Sudden confusion.

·         Sudden difficulty speaking or understanding.

Call 911 immediately if you or someone you know experiences these symptoms.

You may conduct a quick stroke test. Here are stroke clues:

·         Smile. Does one side of the face droop?

·         Raise the arms. Does one arm drift down?

·         Repeat a simple sentence. Do the words slur?

Call 911 immediately if you detect these stroke symptoms. If you are worried about the financial impact would be for having a stroke please contact us about some quotes for critical illness polices that pay out 100% of your choice of benefit up to $50,000. LEARN MORE

Tips adapted from WebMD[i]


Have a great October!

The McIntosh Team