5 Fantastic Reasons Seniors Should Move More Every Day

Probably the greatest gift you can give your body as a senior is to move more every day — to find something you’re able to do and love doing … and make it a regular habit. That might include speed-walking with a group of friends around the mall or doing [...]

September 20th, 2018|Senior Health & Wellness|

How to Make Changing Your Medicare Benefits Easy [and Fun]

Changing your Medicare benefits during Annual Enrollment Period 2019 doesn't have to be difficult! We're here to make it easy... There are things you can do that are fun — like “edgewalking” Canada’s CN Tower (168 feet above the ground, on a ledge, toes-only, just you and a tether) or [...]

September 20th, 2018|Senior Health Insurance, Uncategorized|

Should You Roll over Your 401(k) When You Retire?

Do you wonder if you should rollover your 401(k)? After all, your last day at work is coming up. You’re dreaming about your new freedoms — like meeting friends for coffee on a Monday ... in your running gear. Over the years, you’ve invested in your 401(k) with the added [...]

August 21st, 2018|Finance & Planning|

Why Medicare Annual Enrollment Period (AEP) is a Big Deal

Medicare Annual Enrollment Period is just around the corner. It’s your once-a-year opportunity to make adjustments to your existing Medicare plan... Jack and Sarah both enrolled in original Medicare last year. Their biggest worry? Not having dental coverage. During decades of work and raising their family, they enjoyed the benefits [...]

August 20th, 2018|Senior Health Insurance|

How to Talk to Your Adult Children About a Life Insurance Policy Transfer

A life insurance policy transfer to your adult children can help sustain your investment should your financial situation change... Twenty years ago, Donna bought a life insurance policy. When she chose the plan, she predicted as best she could the premium she’d be able to afford. But in recent [...]

August 2nd, 2018|Finance & Planning|