Why Seniors Should Consider Long-Term Care Insurance & Medicare Supplemental Insurance
Why Seniors Should Consider Long-Term Care Insurance & Medicare Supplemental Insurance Author: Rich Eller As seniors transition into retirement, choosing the right insurance coverage is crucial for financial security. Experts recommend considering both Long-Term Care Insurance (LTCI) and Medicare Supplemental Insurance (Medigap) to cover different healthcare needs. Key differences between LTCI & Medigap Long-Term Care […]
Market Commentary – March 2025
Market Commentary – March 2025 Richard Eller Certified Financial Fiduciary® Welcome to 2025—somehow, it got here faster than expected. Daylight savings is a few days away, baseball spring training has started, and the stock market continues to keep us on our toes. Let’s break down what is happening and, more importantly, what it means for […]
What To Expect in 2023 for the Cost-of-Living Adjustment
The COLA is a Cost-of-Living Adjustment for Social Security beneficiaries. It’s also known as the raise, which helps offset rising living costs so that beneficiaries don’t experience a decline in their standard of living. Seniors spend more on utilities, housing, and healthcare than younger people. In some places, the increase in prices of goods and […]
Financial Planning – Naples FL
Are you struggling with financial planning in Naples FL? Financial planning is one of the most important aspects of a person’s life. No matter how much money you have, it’s important to be smart about your finances and make sure you’re on track towards a comfortable and secure future. If you require financial planning services, […]
Women Financial Planning of Naples FL
Attention Women: Introducing Women Financial Planning of Naples FL. Regardless of your age, it’s important to make sure you are secure. Not just financially secure, but bullet-proof. Large, unexpected expenses, stock market volatility or inflation — you want to be covered. The goal is your SWAN. That is our mother-hen philosophy and is short for […]