How Qualified Charitable Distributions Can Help with Your RMDs in 2026
There is a powerful tool that can help satisfy your RMD requirement and potentially lower your taxable income at the same time: the Qualified Charitable Distribution (QCD).
Preparing to Retire and Why an Agent Matters
A case study about how a Client Needs Assessment outlined the preparation needed to retire without stress.
Senior Scams: What to Watch Out for in 2026
Educate yourself and your loved ones of all the traps scammers will try to create in 2026.
How Is Medicare Changing In 2026?
This year brings groundbreaking updates: Medicare will cover GLP-1 weight loss drugs for the first time, negotiated prices slash costs on 10 popular medications, and telehealth rules change after January 30.
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everything appears to be going good with the coverages you provided for me since going to medicare. Pat continuously checks the policies available and gives me the best coverages for my money.
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