Tuesday, November 6, 2012

Medicare Open Enrollment Oct 15 to Dec 7

David Johnson, Medicare supplement and Long Term Care specialist with Lehman Wood Johnson, Inc., reminds us the Medicare open enrollment period is from October 15 through December 7.  Any changes made during open enrollment are effective as of January 1, 2013.  This is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. 


For more information call 1-800-MEDICARE or visit the Medicare website at www.medicare.gov

Thursday, November 1, 2012

Tesla Delivered!

On the 25th Anniversary of the 1987 BlackMonday crash my Tesla was delivered after a two year and ten month wait.  Black Monday and the red Tesla were both breathtaking.  I was a fixed income trading floor manager in ’87 and wouldn’t want anyone to live through another 20+% one-day drop in the US equities market, but I would want everyone to be able to take delivery of their dreams.  I am committed to the creation and maintenance of your wealth in order for you to live your dreams! 

Nellie Cashman Woman of the Year Event

Almost every year for the twelve years I have attended the inspiring annual award ceremony with my friend and past Nellie winner, TishJohnson.  The Nellie is organized by the Woman Business Owners of Puget Sound and is always a motivator listening to the challenges and success of women entrepreneurs.  I recommend it to anyone thinking of starting a business or running their own.  

IRA and Retirement Plan Limits Increase in 2013

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2013 increases to $5,500 (or 100% of your earned income, if less), up from $5,000 in 2012. Many other plan limits increase as well.