by Christopher Rhim, CFP®, CDFA™ | Oct 16, 2019 | Life Insurance
I recently applied for a new life insurance policy but was shocked to learn I would not receive a Super Preferred rating. I had been fortunate, up to this point, to always do well on physical exams and other routine medical checkups. A good diet, regular exercise,...
by Christopher Rhim, CFP®, CDFA™ | Oct 4, 2019 | Financial Advice, Medicare
Many people believe they don’t need Medicare planning. Upon reaching eligibility at age 65, all you need to do is sign up, right? Here are a few considerations as you approach your Medicare planning decisions: Means-Testing Most people do not realize that some will...
