​Navigating the Medicare enrollment process and all that it entails can be tricky.  Read about Leslie’s adventure and take note of her helpful tips. 

​Good health is our most important asset.  In fact, it is priceless.  If you have experienced a period of poor health, you know what I mean.  In this country, one of the best ways to avoid financial disaster is to have health insurance.

​Everyone is looking for tips and tricks to pay less in taxes and make the most of their money. A health savings account (HSA) is one of our favorites!  It is the only Triple Tax-Free account that allows you to save and plan for retirement.  

​COBRA is often misunderstood and often improperly utilized by qualifying individuals.  If you are the covered employee or dependent make sure you understand your benefits.

​Many of our clients have college age/young adult children over 18.  Even though that might not be the milestone they are most excited about (like the one that comes 3 years later!), it is a major milestone in the eyes of the law.  At that point our government considers them adults.  They can now:

+Vote
+Get married
+Join the Military (men have to register for selective service)
+Manage their own money
+Serve on a jury
+Sign a contract


On the other hand, parents are no longer able to:

-Access their medical information
-Make health care decisions
-Access their financial accounts (unless you have joint ownership)
-Access their school records (even though you may be paying)