A Unique opportunity to delay taking required minimum distributions from your retirement funds.
The pandemic has lowered the value of many retirees’ investment accounts. It has been quite stressful for everyone to watch their accounts bounce around like pinballs, but, for those of you who are already retired, there is added stress when the market is volatile. Although income tax isn’t paid on money put into 401k’s and […]
Daniel Insurance Annual Community Donation
Hello everyone! Following the conclusion of the survey I sent to my clients requesting feedback on organizations that we should support this year, I was excited to be able to deliver the checks this week. Giving back to the community both monetarily and through volunteering has always been something important to me, and doing so […]
Protecting Seniors from Investment Fraud
The pandemic has led to a variety of changes in our lives, such as the increase in scammers and identity theft as mentioned in our last post. Similarly, the loneliness and other feelings of dependence seniors might feel during the pandemic may also lead to vulnerability to financial scams. Scammers know how to approach potential […]
HSA limits have increased in 2021
The amount that individuals are able to contribute to an HSA in 2021 will now be $3,600–a $50 increase from 2020. Meanwhile, families are able to contribute up to $7,200, which is a $100 increase from 2020. On Medicare? You can no longer contribute to an HSA, but you can use HSA dollars to pay […]
Guarding your personal information and Medicare number during the pandemic
Maintaining tight control of your identity and personal information has always been important. During the current COVID-19 pandemic, though, we may all be more vulnerable than ever to cases of identity theft and even Medicare fraud. This is due to the uncertainty that is characteristic of the pandemic. Fear of the virus may lead to […]
Remote appointments
I want to assure all of my clients that I am able to meet with you remotely. If you need to schedule an appointment please reach out to me via email (danielinsuranceidaho@gmail.com) or phone (208)590.2606 and I will get you on my calendar with a video invitation to meet via Joinme. Stay safe and I […]
Life Insurance Evaluation
I have had the pleasure of helping quite a few young families get their life insurance updated and in place this spring. It may be time to reassess your needs, update beneficiaries, and possibly get life insurance in place. Young families are MOST at need for adequate life insurance. Please contact Elise if you would […]
Buster Brown from Outa Town hits the road!
This week marked the first visit for Buster Brown who loves spreading the love and visiting Senior Centers. Here he is at The Terraces of Boise visiting and making people smile!!
Stats that make you think!
“43.3% of Americans have less than $500 set aside for a financial emergency” – MyBankTracker.com 🙁 “14.5% of Americans don’t even know what an emergency fund is.” – MyBankTracker.com 🙁 🙁 “Americans are dying with an average of $62,000 of debt” – CBSNews.com 🙁 🙁 🙁 “Traditional burials average $7,360 and two-thirds of Americans have not taken the steps to […]
Elise Ann Daniel, AFC®
I am proud to be a part of the pilot program matching Accredited Financial Counselors with Savers who take the pledge to save during America Saves Week 2019. Visit America Saves to learn more!!