In the News:

Planning for Medicare - Countdown to 65

Please contact us if you want a copy of the most recent presentation.

Need help understanding your Medicare health insurance options?

Planning for Medicare – Countdown to 65 is a no-cost webinar that helps you understand your Medicare health insurance options outside of your employer-sponsored coverage, whether or not you are planning to retire.

This is a presentation and discussion led by a Blue Cross Blue Shield of Massachusetts representative. Topics include:

  • Medicare Parts A and B
  • Medicare timeline
  • Medigap plans that supplement Medicare coverage
  • Medicare Advantage plans, such as HMOs and PPOs
  • Medicare Part D prescription drug plans
  • Plans and programs available to early retirees, such as COBRA

Premium News Content

The following articles and videos have been curated especially for you, from the New York Times, Business Insider, Forbes, Reuters, Bloomberg and other subscription publishers.

My goal is to share relevant and meaningful information that you may find interesting and helpful.  I welcome you to share any of the articles you find useful with your friends, family, and colleagues.

As always, I’m here should any of the articles spark questions or comments.

Taxes in Retirement Class

Please check back for our next class offering

Understand the potential impact taxes have on your retirement income.

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.

That is why we are offering this class – to navigate the retirement tax maze.

Join us at Osterville Village Library for an informational seminar covering Taxes In Retirement.

Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

If you are interested in attending any of the scheduled classes, please call us at 774-602-5196.


Rotary Club of Falmouth

The Rotary Club is an international service-driven organization with more than 1.2 million members worldwide.  Members provide thousands of volunteer hours and contribute millions of dollars of humanitarian aid and relief around the globe.

The Falmouth Rotary Club was founded in 1927 and has been involved in innumerable service projects both locally and internationally.

Last week, I was installed as a Member of the Falmouth Rotary Club. I am looking forward to becoming involved with such a wonderful organization. For more information about the Rotary Club, please visit their website.

Ready to Start Your Journey?