QUESTIONS TO ASK WHEN CHOOSING MEDICARE

QUESTIONS TO ASK WHEN CHOOSING MEDICARE

Whether you are already part of the nearly 60 million enrollees of the program, or are looking to join its ranks soon, we are here to help you answer the most commonly asked question – how to choose the right Medicare plan for you. Before you apply for Medicare, it is...
7 THINGS NEW ENROLLEES SHOULD KNOW ABOUT MEDICARE

7 THINGS NEW ENROLLEES SHOULD KNOW ABOUT MEDICARE

To help bring clarity, we have compiled a “New to Medicare” checklist to help you out with all the basic Medicare information that you’ll need. Before 1965, Americans over the age of 65 had difficulty gaining access to private health insurance coverage....
IMPACT OF STRESS ON SENIORS’ HEALTH

IMPACT OF STRESS ON SENIORS’ HEALTH

Stress is a significant contributor to declining health and wellbeing; it has even been identified as a primary cause of cardiovascular diseases, mental health disorders and the weakening of the immune system. Stress is a significant contributor to declining health...
MEDICARE TAKES UP ARMS AGAINST MEMORY LOSS

MEDICARE TAKES UP ARMS AGAINST MEMORY LOSS

The difficult truth about Alzheimer’s disease and other forms of dementia is that currently there is no full-fledged cure available. However, with early detection and appropriate treatment, its symptoms can be managed and even slowed down. Cognitive diseases such as...
MEDICARE AND RISING PRESCRIPTION DRUG COSTS

MEDICARE AND RISING PRESCRIPTION DRUG COSTS

Are you worried about rising health care costs? There are many ways to save money, available to you. One of these is our new Price Check My Rx tool. You can also learn how to save money by using generic drugs. Know your prescription cost and options As a soon-to-be or...
3 New Ways That Medicare Is Supporting Family Caregivers

3 New Ways That Medicare Is Supporting Family Caregivers

‘So often caregivers are often unseen and unsung heroes,’ head of Centers for Medicare & Medicaid Services says Family members, often thrust into caregiving with little notice, also must navigate a complex medical system without any training or guidance. “I feel...
MEDICARE AND MENTAL HEALTH BENEFITS – WHAT MEDICARE COVERS

MEDICARE AND MENTAL HEALTH BENEFITS – WHAT MEDICARE COVERS

As you grow older, life and tough circumstances can lead to issues such as depression, anxiety and more. The human body is a complex and highly sophisticated system that has many delicate parts working in harmony. The command center for this entire system is, of...
How Long Do Medicare Enrollees Wait to See a Doctor?

How Long Do Medicare Enrollees Wait to See a Doctor?

A third face month-long delays for appointments, but most are happy with their overall care A survey of beneficiaries enrolled in both original Medicare and Medicare Advantage (MA) plans revealed a common problem: More than a third of those polled had to wait a month...

OCTOBER 16: DEADLINE FOR CORRECTING 2022 IRA CONTRIBUTIONS

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...

Weekly Market Commentary

Weekly Market Commentary – 8/6/2021 -Darren Leavitt, CFA US equity indices forged new all-time highs on the back of an impressive Employment Situation Report and an upward S&P 500 price target revision by investment bank Goldman Sachs.  However, the US...

Weekly Market Commentary

June 8th, 2020 Chadd Mason, CEO The Cabana Group Perception is Not Reality We have spent the past few weeks discussing the need to have a rules-based process in place that helps to take the emotion out of investing when markets appear to disconnect from what we...

HOW THE SECURE ACT IMPACTS SUCCESSOR BENEFICIARIES

By Sarah Brenner, JD IRA Analyst The SECURE Act has upended the rules for inherited IRAs. One area the new law completely changes is the rules for successor beneficiaries. Here is what you need to know: Who are successor beneficiaries? The successor beneficiary is the...

Is a Fixed Indexed Annuity Right for Me?

Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...

ROTH IRAS AND IRA CONTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

By Sarah Brenner, JD IRA Analyst Question: Good Morning, I have a question in regards to Roth 401k vs Roth IRA. Can you roll over your Roth 401k to a Roth IRA to avoid the RMD that must be taken when the individual reaches 70 1/2 with a Roth 401k? Thank you. Carol...