Broker Check

September News & Events.....Did You Know

September 01, 2023

GRANDPARENTS DAY – September 10th

This affirmation of grandparents – the role they play, the guidance they
give – started with the idea of Marian Lucille Herndon McQuade, a West
Virginia advocate for seniors who had 43 grandchildren of her own. She
promoted her idea around Washington D.C. for nearly a decade and in
1979 President Jimmy Carter proclaimed the first Sunday after Labor Day
each year as National Grandparents Day.

This holiday aims to recognize the important role grandparents play in the
lives of their grandchildren and encourage families to express their love
and gratitude through various activities and celebrations.

So celebrate the bond between grandparents and grandchildren, and
salute the good work that grandparents do every day.

Get To Know Medicare:
A Roadmap To Your Healthcare Webinar

Monday, September 18, 2:00pm

Presented By:

Roshanak Clune
Licensed Insurance Agent
Clune Insurance
CA Insurance License: #0165417

What goes hand in hand with turning 65? MEDICARE! Medicare is a
complex topic and can have a lasting impact on your retirement.

Having Medicare can provide peace of mind, knowing that you have
access to healthcare services as you get older or if you experience
unexpected health issues.

It's important to note that while Medicare is a valuable resource for many,
it may not cover all healthcare expenses. Some individuals may choose to
supplement their Medicare coverage with additional plans like Medicare
Supplement Insurance (Medigap) or Medicare Advantage plans to fill in
gaps or enhance their benefits.

Before making decisions about Medicare enrollment, it's a good idea to
understand your specific healthcare needs, your eligibility status, and the
various parts of Medicare to determine which, if any, parts of the program
are right for you.

This webinar walks you through coverages and potential costs of Medicare
and explores the difference between Medicare Advantage and Medigap


One powerful tool at your disposal worth considering if you’re going to be
at least 50 before the end of the year, is the ability to make “catch-up”
contributions to your retirement accounts. In this post, we'll delve into
catch-up contributions, their significance, and highlight how you may take
advantage of this provision. CLICK HERE TO LEARN MORE.

Ahoy There, McKay Mateys!

Team McKay set out on Lake Union to celebrate 2 milestone birthdays!
We set sail on a Duffy boat from The Electric Boat Company to enjoy a
great lunch touring Lake Union!

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