2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Don’t Forget Your Medicare Annual Wellness Visit

One benefit available under the Affordable Care Act (sometimes called “Obamacare”) enacted in 2011 is the Medicare Annual Wellness Visit.  This yearly appointment with your primary care provider (PCP) is covered under Medicare Part B.  It enables you and your PCP to come up with a personalized prevention plan based on your current health and your known risk factors. As…

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Have You Suffered Unexplainable Investment Losses?  Have You Started Questioning Any of Your Financial Advisors’ Decisions?

If the title of this blog caught your attention, possibly you have found yourself questioning whether your financial advisor’s recommendations for your portfolio are in line with the goals you both discussed.  Here are a few questions to ask yourself to see if your situation may need attention: Have you seen a dramatic drop in your account value? You’ve been…

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What Does an Estate Organizer Do?

Estate Organizers specialize in handling the personal, tangible property items during the process of settling an estate, as well as assisting the professionals, individuals, and families involved. When a client finds us, or an attorney first refers a client to an Estate Organizer, the person has usually just suffered a loss. Not only is this person handling the new, and…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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