Financial Planning

Medicare Set Aside Mistakes: Don’t Make These Errors!

Written by Richard Rosso | Jul 29, 2021 | Financial Planning

The topic of Medicare Set Aside doesn’t arise often. However, it’s important to understand their benefits, how they work and mistakes that can affect future Medicare coverage. 

Also, be thankful Medicare Set Aside is not familiar terminology because it means you haven’t been part of a worker’s compensation or personal liability settlement due to an injury that can possibly last a lifetime.

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Nine-Steps To STRONG 2021 Fiscal Fitness

Written by Richard Rosso | Dec 24, 2020 | Financial Planning

January is the time to make your fiscal fitness resolutions for 2021. Most promises we make to ourselves will be a memory by February. Want a fiscal fitness head start and get 2021 going STRONG on the right foot? Here are 9-steps:

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