Blog, Events & Media

There are so many characteristics of good leader. We know courage and confidence are key. How can we be the best leaders possible? How do we increase our courage and expand our confidence? Dr. Lois P. Frankel joins us to help us reflect on our past leadership goals and plan for the coming year.

Most of us have parts of our lives online in some capacity. Do you check your bank account and credit cards online? Do you have any kind of social media presence? Do you have an account with Amazon.com or another online vendor? What happens to these assets if you become incapacitated, or when you die?

If you think Medicare is a bundle of “government-ese”, you are right! It can be overwhelming. Don’t drive yourself crazy. Don’t bang your head against the wall.

Thinking about changing jobs or retiring? Be sure you take all of your “nickels and dimes” with you when you leave. If at all possible, pull your retirement accounts out—don't leave them behind in your former employer's plan. Why does this matter?

Don’t break the bank to pay for Medicare! We see this all the time! A client comes to us when they are turning 65 or ready to terminate their employer group plan. Since we educate our clients, we help them to figure out how much their Medicare premiums will be. Many times, our clients’ jaws hit the floor when we tell them what they will be paying.