Preparing for a Fulfilling Retirement Want to retire with confidence & clarity? In this short video, we walk through essential steps everyone should think about as retirement approaches—so you can enjoy this new chapter without financial guesswork. You’ll learn how to: Evaluate your retirement income sources Balance lifestyle vs. long-term security Make smart decisions around …
Medicare
October 2023 Newsletter
Economic & Market Update It has been a generally positive year for the stock market. Most analysts had entered the year forecasting a recession, but the economy has been fairly strong overall as consumers have continued spending. Much of the gains this year can be attributed to a handful of large technology stocks and the …
Navigating Medicare
What is Medicare? Medicare – a most common topic of discussion among those age 65 and older. Why? Medicare can be complicated. People often use the advice and lessons learned from others to support their own decisions. We think it is important for you to have the best plan available for your personal healthcare and …
Episode 10: Medicare Open Enrollment
Advisor Jill Carr talks with Jamie Segerstrom, a Medicare and Retirement Specialist, about the ins and outs of Medicare and open enrollment. Medicare comes with lots of options, so take a listen to the podcast and find out if any adjustments to your plans might be in order. Jamie Segerstrom became interested in helping other …
Episode 8: How will you pay for assisted living?
The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …