If you are covered by a Medicare Part D drug plan this year or will turn 65 soon and will be covered for next year, it is important to be sure you have the best plan for YOU and your situation. UNDER NO CIRCUMSTANCE assume that the plan you took last year, is the best plan going forward for next year.

The course of the coronavirus and how the markets react is not a function of time (annual, semi- annual or quarterly) nor is it impacted by how the markets change (threshold). Therefore, it makes most sense to do a rebalance as a bottom to the markets appear to be forming. How to determine that is difficult for a professional and more difficult for an individual investor. The one thing that is known, is that a rebalance should take place prior to a market recovery.

At this time of year with income tax filing is on everyone’s mind, a review of all the different types of Federal taxes may be in order.

The bill hurts or more accurately penalizes the heirs of many workers that have saved in retirement plan of decades. The government has taken away the stretch IRA, which was a financial planning tool that has been relied on by millions of workers for years.

Many Reasons to Shop Part D Plan

Validate the Best Medicare Part D Plan for Next Year: Many Will Save Over A Thousand Dollars