Insurance

When You Leave a Job, Must You Take COBRA? – Dan Jung’s interview on the Paul Cook Podcast

After having an appointment with our Dan Jung to discuss his personal health coverage, local radio host Paul Cook decided that more people needed to hear what Dan has to say about Health Insurance. We couldn’t agree more! You can listen to the episode here:

When can you change or enroll your Health Plan? (Medicare or Marketplace)

Are you enrolled in a Medicare plan and want to change it? Not sure if you can enroll in a Health Insurance Marketplace plan through the Affordable Care Act for the first time? Wanting to change your health insurance coverage? This Flow chart can help you know if you can do it now. We made …

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Proper Tax Strategies with Obamacare Enrollment

Are you enrolled in Obamacare (Affordable Care Act)?  The ACA can be complex and there are an ocean of subsidies, deductions and math to wade through.  We’ll help explain some simple methods to properly plan your taxes under an Obamacare enrollment. Let’s break this down into 3 Tiers: Open an IRA to reduce your subsidy repayment Reduce taxable income to …

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Why Can’t I Just Get Insurance Coverage Anytime?

Getting The Timing Right Purchasing insurance coverage isn’t as simple as point-and-click.  Sure, you can get on Amazon and buy anything from new shoes, to groceries to Bluetooth speakers — instantly.  Insurance is a bit more complicated, with a lot more rules.  Those rules are meant to protect you.  It may seem a bit unfair, …

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The Young Families Guide to Planning for the Future

Working Today, Relaxing Tomorrow Now is the perfect time to start planning for your family’s future.  All of the actions you make today can create success down-the-road.  Here’s the best part – it doesn’t have to be difficult!  That’s where we come in.  You just need to answer some basic questions, set a baseline for where you’re at …

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