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           Roy's Blog
                    Financial Planning Articles and Tips

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2020 Medicare

9/30/2019

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Open enrollment for 2020 is almost here! You will be able to view and choose your option for the coming year beginning on October 15th. Open enrollment goes on through December 7th.

There are several ways you can learn about everything Medicare, 2020. First, you can call our office. As I've mentioned more than a few times, I headed up Medicare here in Georgia for Aetna and along with being a CFP®, stay up with all of the current changes to the program. Also, you can go to Medicare.gov plan finder. The site has just gone through a complete upgrade, but if you have used it before, you will see the familiar screens to lead to to the options in your county.


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Is Your Healthcare Strategy Realistic?

1/20/2015

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​By Roy Larsen, CFP®, AAMS®
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While it is important to have a well thought out health strategy for health’s sake, it is also vitally important for protecting assets that maintain your retirement lifestyle and the lifestyle of your spouse that depends on those assets as well.

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Life Insurance Riders and Long-Term Care

1/20/2015

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​By Roy Larsen, CFP®, AAMS®
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​The appeal of this combination policy lies in the fact that either you'll use the policy to pay for long-term care expenses or your beneficiaries will receive the insurance proceeds at your death.

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    Author

    Roy Larsen is a Certified Financial Planner™ practitioner and Fee Only Wealth Manager who resides outside of Atlanta, Georgia.

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    Roy's Financial Blog contains articles on multiple financial life events as well as his favorite questions from he receives from around the country.

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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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Photos used under Creative Commons from AJ Photographic Art, AFGE
  • Welcome
  • Our Firm
    • In The Community
    • Roy Larsen, CFP® Biography
  • Roy's Financial Blog
  • Services
    • Holistic Wealth Management
    • Fees
  • Contact
  • Resources
    • LWM Family Wealth Map Login
    • Charles Schwab Account Login
    • Morningstar Vault Login