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Organize your health for yourself and your loved ones!
January 13, 2017

It can be difficult to keep track of your own medication, and as we age, it seems the number of medications grows. Even keeping track of the timing of different medications can be hard to remember. There are several tools available now to help you with your medication lists. These are useful not just for …

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3 Steps to Financial Health in Your Retirement Years!
January 6, 2017

1) Attend the “Don’t Be a Human Ostrich Class” at Beacon Associates  (next class January 19th) 2) Schedule a portfolio and will review session with Steven and his team. 3)  Make adjustments as needed. The Hanson family * lost $500,000 over 6 short years because they avoided retirement planning until it was too late.  This does not have to be your story! The Hanson …

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Affordable Care Act Open Enrollment Explained
December 6, 2016

Affordable Care Act – Open Enrollment Period For those of you using the Affordable Care Act Option: watch your calendar! Please see detail here: Open enrollment dates for non-medicare individuals: Nov 1st – Dec 15th New enrollment or plan changes will be effective January 1st Dec 16th – Jan 15th New enrollment or plan changes will be effective February …

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Press Release:  Beacon Associates Launches New Website with Focus on  Investment and Insurance Needs based on Age
November 10, 2016

November 2, 2016, Maumee, Ohio: Beacon Associates, an insurance and investment firm in Maumee, Ohio launches a new website focused on age. At Beacon we regularly speak with customers who wish they had made plans earlier in life for retirement, health insurance, long term care insurance and generally family planning. Recognizing this as an education …

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Congress Poised to pass 3 year Aid
September 22, 2016

Much to the dismay of the hundreds of veterans we have helped and the veteran community in general the congress is poised to cut availability of the aid and attendance pension. How will they do this? By creating a 3 year look back! This will prevent veterans who are seemingly over qualified for the pension …

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Retirees Worry They May Run Out of Money
September 21, 2016

Retirees face several real risks with regards to their fears about running out of money:  longevity is the biggest risk (living too long).  Other risks are:  market volatility and inflation, to name a few. Longevity:  This is probably our biggest risk.  We are living longer.  Many boomers are going to see their 90s, and more …

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Defense of a (Health Insurance) Salesman
September 21, 2016

One of the many casualties of the new healthcare affordability act is the independent salesman.  The middle man the unnecessary cog in the machine that worked for the horrible word called COMMISSSIONS. They increased the cost of insurance, they sold inferior products.  And now they are no more! Oh don’t worry nobody really cares, the …

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Medigap Vs. Medicare Advantage: Which Is Better?
October 21, 2015

Like any massive insurance enterprise, Medicare is confusing. Medicare.gov will give you hundreds of pages of explanation, but luckily, the basics of the program aren’t difficult to grasp. As the cliché goes, however, the devil is in the details. Medicare has four basic parts – A, B, C and D. If you’re unfamiliar with how …

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