Three out of four Medicare beneficiaries describe the program as “confusing and difficult to understand,” according to a 2021 Medicare Literacy Survey by TZ Insurance Solutions (https:// www.medicareadvantage.com/original-medicare/medicare-literacy-survey). Four out of five do not know the earliest date that one may sign up for Medicare or that it’s possible to get Medicare before age 65. […]

30 AND THRIVING! We're celebrating three decades of serving our wonderful clients with snacks, drinks, entertainment and ... OUR NEW BOOK! All proceeds from the book will benefit the Rescue Mission of the Mahoning Valley. 

Long-Term Care planning is a complex process. The decisions clients make now can have a tremendous impact on their overall financial plans. To help attendees better understand long-term care planning, this workshop will cover: Why people aren’t planning for this critical retirement challenge 9 reasons people have mistakenly overlooked LTC planning The emotional and financial […]