We are excited to launch our new web-series, called "Coffee with Justin" which is launching in the next couple of weeks.
Justin will be meeting with guest speakers, from a variety of different backgrounds: Employees of Senior Advisors, Clients of Senior Advisors, Financial Advisors, Insurance Brokers, Doctors, Legislators, and more.
These will be short-videos (~15-25 min) in which Justin has a chat and coffee with the Guest Speaker. We look forward to a day we can do these videos in person, but for now they will be Virtual meetings /recordings.
You can watch the short video below to learn more. If are interested in being one of our Guest speakers on the show, please contact us and let us know.
We work closely with several Financial Planning firms to assist their clients with their Medicare Planning needs.
A few days ago, one of my colleagues, Bob Ruelle, a Financial Advisor from Bleakley Financial (Fairfield NJ) sent me a recent article that was published online in Investment News, titled "Medicare questions spike as boomers work past 65".
I quickly reviewed the article and it was pretty comprehensive, but I did notice a pretty glaring error for people enrolling in COBRA after age 65. I have written extensively on this topic in the past... see Cobra Trap Article and Home Depot wins court case.
I emailed the editor to explain the error. She was very gracious and appreciative and she updated the article with my COBRA comments.
You can find the link to the updated article here.
See bio here