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Aging Parents: Navigating Elder Care

When an aging parent needs care, it is often left to the adult children to take responsibility and make decisions. Navigating the challenges of health insurance, Medicaid, Social Security and Veteran’s benefits, proper Caregiving, and protecting lifesavings and assets can be overwhelming for anyone. Bridgeworth is pleased to present Bill Nolan, partner at Nolan-Stewart Elder …

Social Security Strategies

On January 23, Bridgeworth is pleased to present Elaine Simmons, a thirty-four year veteran of the Social Security Administration, who will speak about options related to social security benefits. Elaine’s discussion is specifically geared to those whose ages range from 55-65 and who have not yet taken their Social Security Benefit. Clients frequently inquire as …

IRS Changes Retirement Plan Contribution Limits

The IRS announced new retirement plan limits which go into effect starting in 2015. These changes affect individuals who plan on making contributions to qualified retirement plans. The contribution limits for 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $17,500 to $18,000 per person. Additionally, catch-up contributions (available …

Medicare Enrollment Guide

Whether already enrolled, thinking about enrolling, or inquiring for a loved one – Karen Haiflich, Independent Broker with Medicare Information Source, will help you understand Medicare choices and important benefit changes. Friends, family, and co-workers are welcome. Sessions held at Bridgeworth office. Tuesday, October 14 at 2:00 PM Thursday, October 23rd at 10:00 AM Tuesday, …

Bridgeworth, LLC to Host Medicare Enrollment Guidance Sessions in October

Bridgeworth News

If you are already enrolled in Medicare or just starting to think about signing up for yourself or a loved one, our guest speakers will help you understand Medicare choices and important benefit changes. We cordially invite our clients to attend one of these sessions. Friends, family and co-workers are welcome. Jim Hotten Medicare Representative …