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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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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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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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Calculators
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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.
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Cash Flow Analysis
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?