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October 18th, 2021 |

A plan for all seasons; a bountiful harvest

 

DATES TO REMEMBER

Oct. 1: Last day to establish a SIMPLE IRA plan or a Safe Harbor 401(k) to be effective for…

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September 30th, 2021 |

Remember: RMDs waived for 2020, not 2021

The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.

As a reminder,…

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September 16th, 2021 |

Home title thieves cannot steal a house

Home title theft. This is a “threat” I only learned about from frantic radio commercials warning that your home can be stolen from…

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September 2nd, 2021 |

How to choose a Medicare-Advantage Plan

We just completed our first client survey at GIardini Medicare. One question that we asked was, “What was the hardest thing to deal…

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August 26th, 2021 |

The Great Medigap Debate – What is Best?

Now that we’ve talked about the importance of deciding between Medicare alternatives, let’s continue our Medigap and Medicare Advantage journey.

You’ve decided that a…

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August 19th, 2021 |

The most consequential decision-Medicare Advantage versus Medigap

Every year. Every day. Clients must choose one of two paths to complete their Medicare coverage.

When a person transitions to the Medicare system, there…

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August 5th, 2021 |

Washington State’s Long-Term Care Trust Act

The Long-Term Care Trust Act, also known as the WA Cares Fund, is effective January 1, 2022.

In 2019, Washington became the first state…

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August 3rd, 2021 |

Rules to live by for every woman…

 

RULE 1           Be a partner in the financial decision making.

RULE 2           Create a “Don’t Ask” Fund for discretionary expenses for personal items.

RULE 3          …

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July 29th, 2021 |

Give your financial privacy an added boost

Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end,…

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July 21st, 2021 |

Newsletter, Q3 2021

Third Quarter, 2021 >

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