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Our purpose is "To Educate, Empower and Enhance people's lives."

 


Blogs

The Secure Act has been passed by the house ratified by the senate and signed into law by the president December 20th, 2019. As written, it will go into effect January 1, 2020. What this means to you and changes you might need to make will depend on your individual situation. Some of the changes all...

What to do with your tax refund?

by Dale Immekus on
Categories

As the year ends and we start planning resolutions with the best of intentions, many which will drop off the priority list in a few months. This is also the beginning of the tax season and many will be working on getting all those documents and receipts together to process 2019 tax returns. In fact...

What is Medicare Part D?

by Dale Immekus on

Medicare Part D was passed into law in 2003, implemented in 2005 and has been offering prescription drug benefits to enrollees since January 1, 2006. While this program has helped millions of Medicare beneficiaries with the high cost of needed medications, it remains complicated and, in many cases...

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