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Medicare Open Enrollment – Traditional & Advantage with Chris Eaton

Medicare, enrolling in Traditional or Advantage with Chris Eaton Apex Insurance Apex Insurance Group – Health Insurance in Venice Florida (coveredbyapex.com) 941-221-9368 Erin Fountain Hi everybody. This is Erin Fountain with Suncoast Social Security Advisors, and my guest spotlight today is Chris Eaton with Apex Insurance. Chris does a lot

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Carlson Financial Coaching – more money, less stress

Carlson Financial Services  www.carlsonfinancialcoaching.com Do you remember that first joint checking account? Or maybe it was a Yours, Mine then Ours budget. Finances can be a common cause of marital discord and definitely the first hurdle of ‘adulting’. Perhaps our readership has ironed out those kinks at this point; even

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Choosing Your Advisor

David Rosenstrock, CFP Wharton Wealth Planning Financial Advisor – Wharton Wealth Planning, LLC Erin and David talk about how people can choose the right financial advisor in today’s marketplace. Explaining the different types of financial advisors, and the importance for consumers to understand the differences between them. The three broad

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filling out a social security application

Why Is It Important to Use a Social Security Advisor?

Because Social Security is a necessary part of a comprehensive retirement strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits. Erin Fountain discusses her approach to helping her clients take the mystery out of Social Security

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