Making Finances Easier

Description: Bruce and Garrett discuss how to simplify the Medicare sign-up process of Original Medicare or an Advantage Plan and how those Medicare TV Commercials you see work.

Whether you're still working or not, knowing the best time to file for Medicare Parts A and B is a tall order. Bruce Landis joins us this morning to give tips on how to do that the right way.

Paul and Garrett weigh in the Federal Reserve possibly raising interest rates this week and the opportunities available to you to invest your money in the short and long term.

Paul and Garrett discuss the banking issues that have filled the headlines in early March 2023 and how diversifying financial risk is a valuable component to good financial planning.

Paul and Garrett discuss the different options available to investors on the safer parts of their portfolios and cash. From Checkings and Savings Accounts all the way up to Laddered Bond Funds and MYGAs.

Paul and Garrett discuss a recent legislative issue on Student Loans and some proactive tax planning techniques to take reduce your prior year tax liabilities.

Paul and Garrett discuss Long-Term Disability insurance and how it fits into a financial plan.

Paul and Garrett weigh on the current Debt Limit conversation and how what people think we do as advisors, might be different than what they expect.

Paul and Bruce take another round of discussing Long-Term Care insurance and how it fits into a retirement plan.

Paul, Bruce and Garrett discuss how to financially plan for the cost of extended care.