The Medicare “look” period started Saturday, October 1st.

The Medicare Annual Enrollment Period is from October 15th – December 7th for your 2017 plan options.  Saturday, October 1st is the first day that you can look at all of the available options.  Please call Elise at (208)590-2606 to schedule a review of your options.  You can also visit Medicare.gov to look at the published […]

Evaluate Medicare options

Statistics say evaluate annually! It is important to have an advocate that understands your Medicare Plan options from year to year.  Make sure that you have an agent that stays up-to-date on all of the changes in your county and state. Contact Elise if you need help this year looking at your options (208)590-2606.

October 15 – December 7

Annual Enrollment Period for Medicare is around the corner!  Time to schedule a review and choose plans for 2017.  Call Elise to come in and look at all of your options for Medicare in the coming year.

New to Medicare?

When you initially become eligible to go onto Medicare Insurance it is very confusing to say the very least!!  As you are trying to understand a very complicated system and how to get the best coverage for your own personal situation, you are bombarded by mail, phone calls and even people knocking on your door […]

Elise Ann Daniel, AFC®

Elise is now officially an Accredited Financial Counselor.  AFC Cert If you or anyone you know would like to sit down with a Financial Counselor to discuss their current situation or simply make concrete plans to achieve financial goals, please contact Elise to schedule an appointment. Elise is dedicated to learning and continuing to offer clients […]

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Use of short-term health insurance to be curtailed

Soon 3 month limit on obtaining short-term policies According to Jordon Rau of Kaiser Health News, (click the above link to read) soon there will be limits put on obtaining short-term medical policies.  Currently, short-term policies do not offer comprehensive coverage and they also do not qualify as minimum essential coverage which means you will still […]

Medicare Planning IS Financial Planning

As most of us know, healthcare costs are one of the largest drains on a retirees budget. And as a matter of fact, medical costs are the number one cause of senior bankruptcy in the United States. Making sure you have the right Medicare coverage for your personal situation is a key part of your financial […]

Housing debt can invade your retirement

Research shows concerns about housing debt as people enter retirement. At one time in our recent past, most people retired with no housing debt.  Getting the house paid off was one of the important considerations to retirement.  Today many couples retire with housing debt and some even buy a home and take on debt as […]