We are excited to share a preview of our newly released "We Believe" video that will reside on our new website that is currently in development. The idea behind the video is simply to share our firm's beliefs with you and our potential new clients. Click here to see us in action, and let us know what you think!
October is open enrollment month for many of you. Please take a minute to give careful consideration to the benefits that you are being offered. What is the best health insurance plan based on your family's use of health care? Do you want to fund a Health Savings Account? Do you need to increase or decrease the amount of group life insurance you carry? Do you have enough long term disability insurance? Have your benefits changed significantly? If your spouse is working, are you effectively coordinating benefits? Please call us if we can help you make suitable decisions.
Annual Medicare Open Enrollment begins October 15. We will be scheduling appointments to review your Medicare Part D Prescription Drug plan on November 8th - we recommend you do this every year. Please reach out to us if you would like to meet with Leslie!
ARE YOU USING PERSONAL HEALTH TECHNOLOGY?
Maybe it's time to look at some of the ways we can use technology to monitor and improve our health. Check out this article from NPR!
direct the investments with Vanguard and Dimensional Funds!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Investing involves risk including loss of principal.
RETIREMENT MYTHS
There are a lot of them! Here are a few...beware of a lot of what you read online!
What is your
Second Half Strategy? If you do not have one, we would like to help you build it! We hope to help you make sense of a complex financial world and to offer you greater
confidence in your financial decisions. Please let us know how we can be of service...
Securities offered through LPL Financial, Member FINRA/SIPC,www.finra.organd www.sipc.org. Investment advice offered through Second Half Strategies, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.secondhalfstrategies.com
Please note this article contains hyperlinks to additional content. The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these web sites.
