Broker Check

Medicare Open Enrollment Begins October 15

Tuesday, October 13, 2020

The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch Medicare health and perscription drug plans to better suit your needs.

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“Houston, we’ve had a problem.”

Tuesday, May 12, 2020

It got lost in the shuffle of current events, but this past April marked the 50th anniversary of one of the most compelling dramas in recent history: the events of Apollo 13.

It was April 14, 1970. What would have been the third mission to land on the moon was going swimmingly. The astronauts – Jim Lovell, Fred Haise, and Jack Swigert – had just filmed a televised tour of their spacecraft. Music played, jokes were swapped, and Haise even played a prank on Lovell by hitting a button that caused a startlingly loud bang.

Two minutes later, another bang resounded throughout the spacecraft. But this one was no joke. It was an explosion. Here's a transcript of what happened next.1

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Watch Out for Coronavirus Scams!

Tuesday, April 28, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers' heightened financial and health concerns over the coronavirus pandemic. Federal, state, and local law enforcement have begun issuing warnings on the surge of coronavirus scams and how consumers can protect themselves. Watch Out for Coronavirus Scams are some of the more prevalent coronavirus scams that consumers need to watch out for.

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<b>Hello from San Diego Wealth!</b>

Hello from San Diego Wealth!

Tuesday, April 14, 2020

While we may not be in the office, we’re still working on your behalf every day from our “shelters in place.”

Please call or email anytime with any questions, concerns, or for just a listening ear. We’re here for you!

In the meantime, here’s some interesting content starting with a great listen, for life as we now know it. Be well. Stay safe. Remain strong and diligently hopeful. Enjoy!

Virtual 'Love Sweet Love' From Quarantined Berklee College of Music Students

Four Tips for Staying Connected During Coronavirus, From Migrants Who Live Far From Family

What ‘Walden’ Can Tell Us About Social Distancing and Focusing on Life’s Essentials

Ten Self Care Tips From San Diego Wealth

When many of us are challenged, we tend to dive straight into meeting the challenge, often times at the neglect of our own well-being. Today, all of us are challenged with...

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