Not too early to plan!!

It seems crazy, I know.  Believe it or not, it isn’t too early to begin planning for the annual enrollment period.  If you can imagine, I already have started making appointments.  October 15 – December 7, 2012 is the time frame to make any changes for 2013 plans.  As agents, we will go through our training in August and September to learn all of the changes that may affect you.

For the summer months I am enjoying helping people who are “aging in” and starting Medicare as well as assisting many clients with financial planning issues, such as reducing probate and estate taxes, lowering income tax liability, and protecting assets from stock market losses.

If I can be of service to you or any of your loved ones, please let me know.  Enjoy this gorgeous Idaho weather and all that this area has to offer!