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September 27th, 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 15th, 2021 |

Don’t let lifetime, financial milestones sneak up on you

For the first time since I was a little kid, the “half” is about to be important again.

The “half” is something children care…

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June 30th, 2021 |

What’s the History of July 4th? Plus, 23 Surprising 4th of July Facts

Many of us celebrate the Fourth of July every year with fireworks, barbecues, concerts and parades. Growing up, you may have heard that…

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June 17th, 2021 |

The biggest mistakes people make with Social Security

One of the most common and costly: worrying about dying too soon

There are six main ways to do damage to your Social Security…

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