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Wealth Management in Armonk, NY & Dallas, TX

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Topic: Insurance Planning

Categories Our Insights Podcast

He Said, She Said – Episode 82 – Vaccine Part 2

One week later and another vaccine is out.  The market, particularly small cap and value, react positively.  A tax to work at home?  Housing market...
Posted on November 19, 2020 November 19, 2020
Categories Blog Our Insights

Top 3 Things to Know When Signing up for Medicare

Are you turning 65?  Wondering about Medicare benefits?  These decisions may seem complex and can impact many different aspects of your financial si...
Posted on November 9, 2020 November 9, 2020
Categories Blog Our Insights

Top 3 Things to Know this Medicare Season

The Medicare annual election period begins on October 15th and goes through December 7th.  During this time, Medicare recipients are faced with many...
Posted on October 20, 2020 October 20, 2020
Categories Our Insights YouTube Videos

MEDICARE: What to Do & What to Avoid!

The annual election period for Medicare begins October 15th and runs through December 7th.  If you are age 65 or older you should consider your optio...
Posted on October 13, 2020 October 13, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 58 – Clorox Wipes Are Back

Clorox wipes are back…or at least they were for about 30 minutes.  Add in some updates on stimulus checks, COBRA and how to get forbearance on PRIV...
Posted on May 14, 2020 May 21, 2020
Categories Blog Our Insights

Medicare Costs on the Rise

In mid-April of 2015, President Obama signed into law the “Medicare Access and CHIP Reauthorization Act of 2015.”  The main purpose of this law i...
Posted on May 15, 2015 May 25, 2020
Categories Blog Our Insights

What is Medicare Open Enrollment?

The Medicare Open Enrollment period is a window in which Medicare beneficiaries are allowed to make changes to their Medicare Advantage (Part C) plans...
Posted on October 16, 2014 May 25, 2020
Categories Blog Our Insights

Are you turning age 65 and still working?

Does this sound like your situation? “I am turning 65 soon and not yet ready to retire. I currently have health insurance through my employer but do...
Posted on September 19, 2014 May 25, 2020
Categories Blog Our Insights

Turning 65?? Time to sign-up for Medicare

A few helpful hints for deciding when to sign up for Medicare If you are turning 65 this year, it is important that you be aware of the deadlines f...
Posted on September 12, 2014 May 25, 2020
Categories Blog Our Insights

Umbrella Liability Insurance

An umbrella insurance policy is a type of insurance that provides excess coverage above the liability coverage amounts in your auto, boat, or homeowne...
Posted on August 28, 2013 May 25, 2020
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Recent Blog Posts

  • January 14, 2021He Said, She Said – Episode 89 – Attack on the Capitol
  • January 4, 20212021 Financial Resolutions
  • December 23, 2020He Said, She Said – Episode 87 – Stimulus Round 2 – Finally
  • December 22, 2020Stimulus Part II – What it means for you
  • December 16, 2020He Said, She Said – Episode 86 – Dr. Jill Biden

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Latest Insights

  • He Said, She Said – Episode 89 – Attack on the Capitol January 14, 2021
  • 2021 Financial Resolutions January 4, 2021
  • He Said, She Said – Episode 87 – Stimulus Round 2 – Finally December 23, 2020

 

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Contact Us

New York Office:
200 Business Park Drive, Suite 211
Armonk, NY 10504
(914) 696-5300

Dallas Office:
13155 Noel Road, Suite 830
Dallas, TX 75240
(972) 777-6910


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