kids and money

Top of Mind (Q4 2019)

Each quarter, we will share three things that we are keeping Top of Mind

Here's our latest list:

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1.) Time to shop for Medicare - Open enrollment for Medicare starts October 15th and runs thru December 7th. It is an excellent time to review your coverage and explore making changes if your current insurance no longer meets your needs. This article does a nice job of breaking down this complicated subject. If you’d like further assistance or help finding an independent agent to guide you thru this process, please let us know. (Note: if you’re self employed or retired, using an ACA plan, your open enrollment runs from November 1 - December 15th. And if you are on an employer’s insurance, check with HR for your specific open enrollment details!)

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2.) Girls and money - This article brings up an important issue - the fact that girls (in general) do not get as strong of a start financially as boys. It highlights a few steps that can be taken with your own girls to help change this dynamic. Hopefully some day soon, articles such as this one won’t need to be written. I’d say it’s already about time for that


3.) SECURE Act - there is pending legislation that could have major ramifications for your retirement accounts. The legislation passed the House in May but has been stalled in the Senate ever since. There are doubts the bill in its current state will pass - however, it is a good idea to familiarize yourself with the provisions nonetheless as some changes may be on the horizon