Retirement as a process, not a goal

Retirement as a process, not a goal

It’s still January, which means I’m still thinking about goals and planning for the new year. Invariably, so are many of my clients, as they try to project what the year ahead will look like. So it was in this spirit that I read the results of the 2014...

Now’s the time to think about a better Medicare plan

We just got through the Annual Enrollment Period for Medicare Advantage and Prescription Drug plans. You may have through you were finished for the year, and if you’re happy with your plan, then you don’t need to think about your health plan again until October. But...

The “rules” for college interviewing

I have been a college interviewer for twenty-two years. In that time, we have gone from calling candidates on the phone and carbonless paper forms in triplicate to emailing or even texting candidates and conducting all interviews via Skype. The college admissions...

Planning for ACA 2015 Open Enrollment

I don’t know about you, but I feel like we are still recovering from the first round of Obamacare enrollment that happened last year. That said, time has flown by, and here we are again, nearly at the start of ACA 2015 Open Enrollment. If you get your health...

Small businesses, the Affordable Care Act, and you

In the last quarter of the year, the new rates for next year’s health insurance plans start rolling out. I work with a lot of small companies, many of whom were shocked a year ago by how much their health insurance premiums increased. As bad as 2014 seemed, it isn’t...
6 reasons why you need to review your Medicare plans now

6 reasons why you need to review your Medicare plans now

If you’re on Medicare, you have most likely been receiving all kinds of mail in the past few weeks about the upcoming AEP, or Annual Enrollment Period for 2015. Typically these publications are dense, confusing, and let’s face it, boring. You may be saying...

Welcome to CCI Advisors!

We are pleased to announce that Corporate Consultants has reorganized as CCI Advisors, to reflect our expanded offerings to the individual market. In addition, CCI Advisors has moved west, to Paoli, PA. In addition to working with small businesses and individuals for...

Sexism in insurance rates

Last year, I sent a message to several of my clients: “If you’re going to invest in long-term care insurance, do it before all the insurers switch to a gender-based rating system.” And now the mainstream press has gotten wind of it. As the New York...

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