Wernick Financial Services

11/20/2024

Bruce Wernick

Overview of Medicare Advantage, what’s in them, special rules, and more.

11/20/2024

It's that time of year, for the annoying radio and television ads on Medicare and the supplements and even the drug plans. Don't let these annoying commercials turn you off from acting on exploring what may be the best plan for you and your spouse, take the time to contact someone who can help put you in the best spot. If you have any questions, reach out, because as Michael Jacksons say's - I'll be there!

Overview of Medicare Advantage, what’s in them, special rules, and more.

11/15/2024

Secure your future and protect your hard-earned savings with the peace of mind that comes from comprehensive coverage. Let's talk about securing your tomorrow today!

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09/24/2024

One of my first clients made a decision that still weighs heavy on my heart. He chose to drop his disability policy, believing he needed to suffer a head injury to benefit from it, which wasn't true. Despite my efforts to convince him otherwise, he let the policy lapse. Twelve years later, tragedy struck, and he was left disabled for 14 months due to a severe head injury. If only he had kept the policy, his family wouldn't have faced financial uncertainties during those challenging times. A sobering reminder of the importance of thoughtful financial planning for unforeseen circumstances.

12/02/2021

Is there anything I can help you with? Please reach out if you or someone you know could use my services now or in the near future.

And find out how you could win a $500 Visa gift card.

11/27/2021

What's the right way to read your lab results? Follow this guide.

What do all those percentages, ratios and mysterious abbreviations mean? Here's what to know.

11/24/2021

Learn how pretax HSA contributions can benefit you now and in the long run.

Health savings accounts, or HSAs, are a way to set aside pre-tax money for qualified medical expenses and come with some benefits that are less well-known.

11/21/2021

Here's how you can get your finances in order. And when you're ready, reach out to discuss insurance options for your growing family.

Preparing for a baby doesn't just stop at picking the name or setting up the nursery. It also requires a lot of financial planning.

11/18/2021

Have you fallen for these common myths? Get the facts about life insurance.

Get in touch to learn more about your policy.

11/15/2021

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11/13/2021

Curious about this type of permanent life insurance? Reach out to learn more about your options.

Variable life insurance is an option for people who have a deep understanding of their investment strategy and want lifetime insurance coverage with an investment component, but it comes with considerable risk that you should be aware of before you buy a policy.