Recently, the National Council on Aging (NCOA) released a list of helpful tax tips to remember year-round. Whether or not you’ve already filed this year, here are a few tips to keep in mind: 1. Keep track of medical expenses Many of the costs you pay out of pocket for medical and dental expenses may …
Knoxville, Tenn. – The beginning of 2019 has ushered in several very critical changes to the Medicare landscape. Some changes will affect all Medicare beneficiaries while others will only impact those who choose Medicare Advantage plans. The first change is that Medicare Advantage now has its own open enrollment period, from January 1 – March …
On Monday, March 11, SFG Medicare president, Jerold Johnson, talked with Phil Williams, host of The Phil Show on Knoxville’s NewsTalk 98.7. They discussed a number of important changes to Medicare occurring this year and how those changes may impact Medicare recipients and their families. To listen to the full interview, click on the download button …
Senior Financial Group is thrilled to welcome Haifa George to our team! As SFG’s first full-time Human Resources Manager, Haifa is responsible for managing all aspects of HR including talent acquisition, benefits, strategic planning, compensation, policies & procedures, employee relations and development, payroll, etc. She has served in HR in a variety of industries of …
Medicare announced earlier than usual this year that there will be some changes in costs and coverage offerings for 2019. As far as costs go, the Medicare Part B monthly base premium will go from $134 to $135.50 starting January 1st. See the chart below for additional details in cost changes. Changes in …
It’s Time Medicare’s Annual (also known as Open) Enrollment Period is HERE. From October 15th through December 7th, Medicare beneficiaries are in the most advantageous window for health insurance options without switching penalties. This time frame requires you to take a good, hard look at your current coverage and decide whether or not your benefits, …
What was approved? $69 billion merger between CVS Health & Aetna (the largest health insurance deal ever) Who is Aetna? The nation’s third-largest insurance company. Aetna covers over 22 million people with its health plans. Senior Financial Group has over 500 clients on Aetna health insurance plans. Who is CVS Health? Those red-logo pharmacies …
Introducing Senior Financial Group’s October Agent of the Month, Mr. Josh Humphreys! About Josh Though he is originally from Kingston, TN, Senior Financial Group Insurance Advisor Josh Humphreys has lived in the Knoxville area for the last 20 years. He is the father of Charlotte (2 yrs. old) and Harrison (9 months old) and …
The Two Funds There are two Social Security trust funds or separate accounts where money is collected and deposited. These accounts are the Old-Age and Survivors Insurance Trust (OASI), and the Disability Insurance Trust (DI). Many publications refer to the two accounts together with a joint acronym, OASDI. It’s worth noting that a combination of the …
Meet Senior Financial Group’s Agent of the Month, Leigh Ann Warwick! Known for her charismatic and outgoing personality, this longtime team member is held in high regard among our staff and her clients. About Leigh Ann This Knoxville native is a mother of five wonderful children; Jordan (23), Kendall and Chandler (22), Sarah (20), and …