Odalis M. Lopez, CFP® Licensed Sales Agent
MEDICARE QUESTIONS ANSWERED
Open Enrollment starts
October 15th through December 7th.
If you or someone you know is turning 65 years old or would like an objective review of their Medicare choices,
we are here to assist you get answers to your questions.
Call our office today:
305-677-3675
La inscripcion abierta comienza del 15 de octubre al 7 de diciembre.
Si usted o alguien que conoce esta por cumplir 65 años desea una revision objetiva de sus opciones de
Medicare,
estamos aqui para ayudarlo a obtener respuestas a sus preguntas.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
The Sterling Team targets critical areas that challenge business owners and families. We capably guide them through the healthcare and insurance dilemmas they face by providing the best options available in the market and breaking down the insurance lingo to ensure clients really understand what they are purchasing instead of just buying into all of the jargon.
El equipo de Sterling se enfoca en areas critiicas que desafian a los dueños de negocios y las familias. Los guiamos habilmente a través de los dilemas de atencion médica y seguros que enfrentan al brindarles las mejores opciones disponibles en el mercado y desglosar la jerga de los seguros para asegurarnos de que los clientes realmente entiendan lo que estan comprando en lugar de simplemente aceptar toda la jerga.
Visit OML Financial Associates' website for Investments, Retirement Planning, Life Insurance and more:
https://omlfinancialassociates.com
Securities offered through Chelsea Financial Services, a registered broker-dealer and member, FINRA. Investment Advisory Services offered through Chelsea Advisory Services, Inc., an SEC Registered Investment Advisor.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.