Monthly Archives: August 2023

Medicare Open Enrollment: What You Need to Know Before You Sign Up

By Kyle Louvar, CFP®, AIF® As the fall season approaches, it brings with it an important period for millions of Americans: Medicare Open Enrollment. This annual window, running from October 15th to December 7th, is a pivotal time for Medicare beneficiaries to review their coverage, explore new options, and make informed decisions about their healthcare…

What I Wish I Had Known About Money When I Was Younger

By Nicole Louvar, AIF® We all want financial freedom and success. That’s the heart of the American dream. But no one ever teaches us the financial principles that can help us make that dream a reality. Financial literacy isn’t taught in schools and is rarely passed down through family generations. We tend to just do…