Conestoga Wealth Management

10/21/2022

10 more days until Halloween

Have you ever carved a pumpkin and been disappointed with the outcome? Here are some ways you can create better Jack O' Lanterns for your Halloween decorations!

11/19/2021

Contact us to help guide you through your Medicare choices

Understanding your Medicare coverage can be complex. Check out our crash course on the basics!

11/15/2021

High Inflation is also hitting Medicare costs. CMS announced Friday: The standard monthly premium for Medicare Part B enrollees will be $170.10 for 2022, an increase of $21.60 from $148.50 in 2021. The annual deductible for all Medicare Part B beneficiaries is $233 in 2022, an increase of $30 from the annual deductible of $203 in 2021.

11/11/2021

This falls under the adage, “If You Think It’s Expensive To Hire A Professional To Do The Job, Wait Until You Hire An Amateur.”
Choosing a DIY Roboadvisor with a call center over a Certified Financial Planner® that acts as a Fiduciary because the robo advertises low costs can be costly to your future indeed!
For more info read my blog on the value of an advisor: https://conestogawealthmanagement.com/2019/04/30/vanguard-is-hiring-a-financial-planner-worth-the-cost/

https://www.fa-mag.com/news/sec-slams-almost-all-robo-advisors-with-deficiency-letters-64832.html?section=43

Examiners gave particular attention to whether or not robo-advisors were upholding their fiduciary duty.

11/03/2021

https://www.fa-mag.com/news/plenty-of-people-buy-cryptocurrencies--but-few-understand-them-64701.html?utm_source=FA+Subscribers&utm_campaign=927803d661-FAN_AM_Send_052220_A-B+Split_COPY_01&utm_medium=email&utm_term=0_6bebc79291-927803d661-233318377

Only 4% of American respondents were able to pass a financial literacy quiz on digital assets.

10/28/2021

Are you looking to shop a new Medicare Advantage plan in Pennsylvania during Open enrollment? looking for a new prescription drug plan for 2022? Shop and enroll now on our convenient Medicare information website. Click below to get it done:

Medicare can seem complex on your own. We’re here to help! Medicareful is an easy-to-use Medicare plan finder that compares some of the available plans in your area and connects you with a licensed sales agent who will guide you through enrollment. Whether it’s a Medicare Supplement, Medicare Ad...

10/26/2021

https://living.medicareful.com/does-medicare-cover-spouses-or-dependents?agent=davidkring

Medicare can cover many different health care services, but can it cover families? If you've provided health insurance for your family, will they be covered when you enroll in Medicare?

10/18/2021

It's time for Medicare Beneficiaries to review their health coverage for 2022. Contact us for a no cost review

Get ready for the Medicare Annual Enrollment Period with our centralized guide to AEP.

08/18/2021

https://living.medicareful.com/historic-2022-cola-prediction-increases-to-largest-since-1980s?agent=davidkring

In May, the annual Social Security cost-of-living adjustment (COLA) was predicted to be the largest since 2009. A new prediction says the 2022 COLA could be the largest since Ronald Reagan was president.

06/30/2021

If you're part of the Great Resignation, Contact us to help you with a plan to make it a success. And if you are near retirement, let us help you to see if you can make it permanent

In the wake of the Covid pandemic, a growing number of workers are rethinking what they want in a job and a lifestyle.

06/23/2021

"Retirement financial planning is complex"
let us help you create your real time retirement plan
==> https://vimeo.com/354273930

https://www.fa-mag.com/news/decumulating-assets-successfully-is-difficult--blackrock-exec-says-62678.html?section=303&utm_source=FA+Subscribers&utm_campaign=be582daa96-FAN_AM_Send_052220_A-B+Split_COPY_01&utm_medium=email&utm_term=0_6bebc79291-be582daa96-233318377

Passion and empathy are needed as much as financial skills, says Anne Ackerley.

05/27/2021

A good option is to talk to a Financial Planner to come to a consensus on how to plan for the future

When couples have different risk tolerances, there is no easy solution for joint financial decisions. But it is important to settle on an approach that is palatable to both partners.