Archive for October 2021
Welcome, Portfolio Check-Ins!
We are excited to officially announce that your conference call, video, and/or in-person meetings we have long coined “Performance Review” are getting a new name: “Portfolio Check-In”! While the meeting…
Read MoreHappy National Retirement Security Month!
Did you know that October is National Retirement Security Month? This “holiday” was historically observed the third week of October, but since 2020 it has been extended to a month-long celebration. The…
Read MoreOn Tap: Medicare Open Enrollment
This year’s open enrollment for Medicare runs from Oct. 15 to Dec. 7. Any changes you make to your Medicare plan will begin on Jan. 1, 2022. Eligible Medicare beneficiaries…
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