Library

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Understanding Medicare and Open Enrollment

September 22, 2022 | Financial Planning

The annual Medicare Open Enrollment period starts on October 15th and runs until December 7th. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare) via original Medicare or a Medicare Advantage (Part C) plan can: …

Margaret Jeffries, CFP®

Wealth Management Consultant

Financial Planning » Keeping an Eye on Recent Rulings as the SECURE Act Looks to Pass

December 18, 2019 | Financial Planning

News about finances, health care, and estate planning is constantly changing – modification in laws and regulations can be confusing, and it’s difficult to know how your finances will be affected. Below we outline a few of the most recent changes, particularly proposed updates to retirement …


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