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New Medicare Open Season Schedule in 2011

October 1, 2011

Medicare Open Enrollment is earlier this year. Medicare decreed that it will be Oct. 15 through December 7. The choice you make is effective January 1, 2012. During this period, people in traditional Medicare can choose a Medicare Advantage Plan, and those in Medicare Advantage can stay in their current plans, choose a new plan, […]

Finding Safe, Guaranteed Income

October 1, 2011

Protect my principal, and guarantee my income. Those are the goals of many investors today, especially those in or nearing their post-career years. Now that the equity markets no longer are rising steadily upward, investors aren’t looking for ways to match or beat the indexes. They’re looking to protect the nest eggs they’ve worked hard […]

Taking Advantage of Market Declines

October 1, 2011

The silver lining in the recent market declines is you might be able to use tax strategies to recover some losses. We’ve been fortunate that the losses in our recommended in-vestments have been very modest. But you probably own assets beyond our recommended portfolios, and might have losses from a recommended investment if you bought […]

No Place to Hide When the Stock Market Falls?

September 26, 2011

One thing usually happens in times of crisis. You can use this to identify a bad market from a period of serious system wide financial stress. In a crisis, investors sell off all risky assets and seek only safe havens. In investment geek terms, all correlations go to one. We’re seeing that now. The final […]

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Saving Money on Medicare Advantage

September 13, 2011

Many silver Americans don’t select the best Medicare Advantage plan for them. These plans offer broader benefits at a lower cost to the patient than traditional Medicare, on average. A study recently found that less than 10% of those searching for a Medicare Advantage Plan and 7% of those searching for a Part D prescription […]

Knowing When a Rollover Is for You

September 1, 2011

An important decision needs to be made when you leave an employer. It doesn’t matter if your leaving is due to retirement, taking a new job, or a layoff. You have to decide what to do with any retirement accounts at the employer you’re departing. The right answer varies from person to person. In this […]

Protecting Yourself from the Life Cycle of Scams

September 1, 2011

There are good reasons why the silver generation is the main target of financial abuse, and you don’t have to stand still for them. Outright frauds and scams aren’t the only source of financial losses for seniors. Too often, they pay too much or accept bad deals. Fortunately, after you understand why seniors are susceptible […]

Managing Changes in Reverse Mortgages

September 1, 2011

The reverse mortgage market was roiled over the summer. But there’s no reason for panic. Those who already have reverse mortgages won’t be affected, and those who want them in the future should have adequate options, perhaps more options than before. There are more changes on the way, however, and these will affect those who […]

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