Category

Insurance and Risk Management

A&I Financial Services

Medicare Options
On September 7th, 2023, live in person or live via Zoom at 11:30 we had an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker makes it easy to understand. As the diagram shows above, you...
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Read to learn how we simplify the complex decision of choosing a Medicare plan. Also check out our Healthcare Costs in Retirement and Health Insurance and Healthcare Expense Management. You have three big decisions to make: Age 65, start Medicare Part A (even if you do not plan to use Medicare yet). When you are...
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Happy in a Wheelchair
Retirement is a time of relaxation and enjoyment after years of hard work, but it also brings new challenges, particularly when it comes to healthcare costs. As we age, medical expenses tend to increase, and without proper planning, these costs can quickly become a burden. In this comprehensive guide, we will explore the various factors...
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retired couple hiking assets and income financial planning
Retirees face unpleasant taxes on Medicare Karl Frank recently published an article in Retirement Investor about an unpleasant surtax for some retirees. Read this post to learn more about the Medicare surtax that might surprise you. One of the least pleasant surprises in retirement is to find out that you suddenly have to pay more...
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Risk capacity and risk tolerance are two important concepts that investors should understand. Though they are related, they are not the same thing. Risk Capacity Ability to take on investment risk is a function of objective measures (the client’s financial profile) such as the investment goals, the time horizon for each goal, the need for...
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Jeff Krommendyk discusses the right way to purchase insurance to protect your assets. With over 20 years of experience, Jeff makes it easy to understand what you do and do not want to buy. He reveals some risks that you might not know you have and ways to cover them. He discusses some of the...
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Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these crazy times! There are four types of asset protection. We help you protect: 1. Financial assets 2. Property 3. Confidential information 4. Personal security in...
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Asset Protection Video and Podcast Learn from the expert network team in a podcast or an online movie. Karl Frank, Nathan Merrill, Mike Miller and Jeff Krommendyk about ways to protect your assets during these turbulent times! Subscribe to the podcast or watch the video on our website.   There are four types of asset...
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Read this Periscope to learn about what we are doing about ID theft, fraud and human errors with our own and our client’s private information. Also: 2020 and 2021 tax brackets are available on GOTAXFREEbook.com Click to watch our most recent lunch and learn, Uncharted Waters Listen to the Expert Network Team podcasts Cyber Fraud...
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Please join Nathan S. Merrill, Esq., of the law firm Goodspeed & Merrill, as he discussions with Jeff Krommendyk of Security First Insurance Agency the in’s and out’s of personal insurance coverages, including auto, home, and umbrella insurance policies and the specific uses and applications.
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