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Planning for Life’s Next Chapter: How Cobi Blumenfeld-Gantz Helped Simplify Medicare for Clients and Advisors

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our ...

medicare mistakes

The Top 5 Medicare Mistakes

Written in partnership with Chapter Medicare Medicare can be quite daunting. There are thousands of supplemental plans, many different enrollment ...

financial planning medical

Navigating Healthcare Plans: A Guide for New Law Firm Partners

As you embark on this exciting chapter of your legal career, it’s crucial to make informed decisions regarding your healthcare ...

long term care

4 Common Questions About Long-Term Care

A client of mine has been dealing with her aging father and his cognitive decline over the past few years. ...

2022 Year-End Planning Tips

In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is ...

Wealthspire Advisors Partners with Chapter to Offer Comprehensive Medicare Guidance for Clients Approaching Retirement

New York, October 4, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced a ...

long term care

Planning for Long-Term Care: Exploring Your Options and Creating a Plan

Americans are living longer and healthier lives than at any other time in history. Average life expectancy in the US ...

medicare

Medicare: Everything You Always Wanted to Know

Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...