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BRIDGING THE GAP

Personal advice and wealth management.

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Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO) Thumbnail

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider?

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A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability Thumbnail

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation.

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QCD: Doing Well by Doing Good Thumbnail

QCD: Doing Well by Doing Good

Are you one of the fortunate few who doesn’t need all of what Uncle Sam requires you to take out of your IRA? If you are one (or anticipate you may eventually be one), you might be able to reduce your taxable income, save on taxes, avoid or reduce your Medicare premium surcharge, and do some good at the same time.

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