6 Common Retiree Scams
June 15, 2018

Knowing retirees have been careful financial planners, predators tailor their schemes to lure seniors into their trap. Being aware of the following common schemes can keep you protected.

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We Remember
May 28, 2018

It is with gratitude and humility that we remember those who have fallen while defending our freedoms. As citizens of the United States of America, we are guaranteed life, liberty, and the pursuit of happiness because others have willingly sacrificed their lives.

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Medicare Advantage Expanding Health Related Benefits
May 15, 2018

Recently, the Centers for Medicare & Medicaid Services expanded how it defines “primarily health-related” benefits that insurers are allowed to include in their Medicare Advantage policies. Of the 61 million enrolled in Medicare, currently, 20 million people have opted for Medicare Advantage, a privately run alternative to the traditional government program which limits members to a network …

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Flowers or Financial Talk?
May 1, 2018

So many of us struggle with what to get our older moms for Mother’s Day. Does she need another bouquet of flowers or pair of earrings? Probably not! One of the best gifts you can give this year is time to talk about your aging parent’s financial future. Too often adult children shy away from …

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Don’t Be Scammed!
April 17, 2018

Medicare is in the process of mailing new Medicare cards with a non-Social Security number. The new card is Medicare’s attempt to make seniors less vulnerable to fraud by eliminating the recipient’s Social Security number. Unfortunately, the change has ignited some new scams, specifically targeting seniors.

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The Gift of a 529 Plan
April 3, 2018

You may have heard that a wise investment gift for a young grandchild is to open or contribute to a tax-advantaged 529 college savings plan. But what exactly is a 529 Plan?

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Upcoming Medicare Changes
March 23, 2018

A few weeks ago, President Trump signed a budget deal that includes changes to Medicare: Medicare’s Independent Payment Advisory Board has been nixed. It was authorized by the Affordable Care Act to review higher Medicare expenses but no board members were ever named. The rules for Medicare’s Part D drug plans were changed. The coverage gap (or donut hole) …

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Thank You for Your Vote
March 13, 2018

Thank You for Your Vote Knowing our clients are trusting us with their healthcare, insurance, and financial needs, Beacon Associates strives to be the very BEST at what we do. Thank you for voting Rhonda Wise one of the BEST professionals in Toledo! Follow us on Facebook You can access Beacon stories and other related content …

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Medicare is Mailing New Cards
February 22, 2018

Things to know about the new Medicare cards: Starting in April 2018, Medicare is mailing new cards to all people with Medicare. The new cards will have a new number on them. Currently, your Medicare number is associated to a social security number. The new cards will have a number that is not a social security number. This update …

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Beacon Associates Announces Office Relocation
February 15, 2018

View Beacon Associates Announces Office Relocation Press Release 2.14.18 February 14, 2018, Maumee, Ohio: Beacon Associates, a family-owned insurance and investment firm that provides multiple health and life insurance based services, has relocated their offices to a more convenient location in the premiere business community of Arrowhead Park.

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