Welcome to RTD Financial’s Aging Well Webinar Series. The first installment in our series features Tracy Russo of HTA Financial, presenting “Medicare – Everything You Need to Know, But Didn’t Think to Ask”. Tracy discusses the following: Important Timeframes How and when to apply for Medicare, or change carriers Open Enrollment, Guaranteed Issue Periods, and […]
Team RTD dedicates significant time and resources to achieve and maintain over 40 collective designations. In fact, “Competence and Continuing Education” is an essential component of our Core Values. Why does this matter to RTD? Because we care. We care about the professional growth and development of our people. We care about creating a competitively healthy environment […]
AARP states that 87% of adults over 65 want to stay in their current homes as they age. However, realistic planning and the necessary conversations surrounding these logistics are often neglected. Far too many consider this planning to be an end of life issue which is anxiety provoking. I encourage you to view aging in […]
Last year I wrote about a new regulation introduced by the Department of Labor (DOL) referred to as The Fiduciary Rule. In its simplest form, the rule was to require every financial advisor to act in their clients’ best interest. The rule pertained only to retirement plan participants and IRA investors, although the intent was […]
Medicare and Medicare Advantage plans cover care in a Skilled Nursing Facility (SNF) for up to 100 days if you continue to meet the care requirements. This big “if’ is often both misunderstood and misinterpreted. What is Skilled Nursing Facility (SNF) Care Anyway? SNF Care is health care provided by skilled nurses and therapy staff […]
I am thrilled to announce that we’ll be celebrating our 35th Anniversary in 2018! This calls for celebration, but also forward thinking, as our greatest accomplishments still lie ahead. When our company was founded in 1983, we could hardly imagine our growth to a nationally recognized financial planning firm, with three service offerings, seven offices […]