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Paying For Medicare
Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from among the various choices. The good news is, 94% of Medicare beneficiaries age 65 and up are satisfied with their quality of care. The not-so-good news is that the government
What is a Pension? Do You Have One?
The phrase “pension benefits” has come up a lot in recent weeks, especially during the negotiations between the United Auto Workers union and the “big three” automotive manufacturers, narrowly avoiding a strike. But for the majority of private-sector U.S. workers, pensions seem to have disappeared a long time ago. Pensions have been phased out, but
Did You Hear?
Did You Hear? According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn
An Email Scam Going Around
We’ve previously discussed different types of scams you should be looking out for. This week, we wanted to bring yet another one to your attention. You might get an email claiming to be from someone with the Social Security Administration, a message along the lines of “Due to suspicious illegal activity detected during our investigation,
An Important Warning
Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for financial assistance. According to the FBI, Americans lost over $10 billion to scams last year. While people in their 30s
When to Buy an Annuity?
The average age at which one buys an annuity is their early 60s, with the majority of annuities purchased by individuals between ages 55–70. According to Oxford Economics, the U.S. population aged 65 and up is expected to grow by more than 8.3 million from 2022 to 2027, and so the number of individuals buying
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September 14th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
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Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
Tuesday
September 19th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
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Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
Thursday
September 28th
6:00PM
Toledo, OH 43623
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Thursday
October 5th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
Tuesday
October 17th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
Thursday
October 19th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
Tuesday
October 24th
6:00PM
Toledo, OH 43623
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Tuesday
September 12th
6:00PM
953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
***Seating is extremely limited***
Thursday
September 21st
6:00PM
953 Phillips Ave.
Toledo, OH 43612
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Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
***Seating is extremely limited***
Tuesday
October 3rd
6:00PM
953 Phillips Ave.
Toledo, OH 43612
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Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time
***Seating is extremely limited***
Tuesday
October 10th
6:00PM
631 S Main St
Findlay, OH 45840
(Located in the Hancock Hotel)
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Thursday
October 12th
6:00PM
631 S Main St
Findlay, OH 45840
(Located in the Hancock Hotel)
5:45 PM Arrival Time
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