McClure & Associates

10/15/2026

Call us at 843.563.2656 and have your prescriptions and doctors’ names handy!

Today is the start of the Medicare Open Enrollment period, which runs October 15th to December 7th annually for those already on Medicare. Now is the time to check your plan for any changes in co-pays, deductibles, coverages, doctors, covered medications… and compare costs. You can switch to a different Medicare Advantage plan, go back to Original Medicare, add vision or dental, or make other choices for the 2027 benefit year. And remember, your Medicare premium is based on your income from two years prior.

10/13/2026

Healthcare costs are on the rise, and your retirement plan should help ensure you have adequate funds dedicated to this, especially as you get older. Fidelity’s newest projections are $185,500 needed during retirement for healthcare by the average person who has reached age 65. This includes Medicare premiums, copayments, deductibles, and other out-of-pocket costs, but does not include long-term care: https://bit.ly/46Z4bnT

We can help you with individual or group health insurance policies as well as Medicare Advantage plans. And we can help you plan for retirement income that comes with a contractual guarantee from an insurance company! Call us at 843.563.2656 to learn more!

10/08/2026

WHERE you retire matters more than ever. Is your location on this list? 🏙️ This annual ranking by Fast Company compares four key factors, affordability, activities, quality of life, and healthcare, across more than 180 cities: https://bit.ly/4rwu2No

Whether you decide to move or stay in place, call us at 843.563.2656 to discuss your retirement!

10/07/2026

Don’t forget that we can help you with Medicare if you are turning 65! If you are already on Medicare, we can also help you find a new policy for 2027 when Medicare Open Enrollment starts on October 15. Call us at 843.563.2656!

10/06/2026

A recent article in Psychology Today magazine lays out aspects of retirement you may not have thought about. From making plans to travel, spending time with family and friends, or exercising more, to finding ways to stay useful and relevant as well as financially sound, the subjects explored here are truly worth considering BEFORE you stop working: https://bit.ly/3UYY7sL

Are you thinking about retirement yet? Call us at 843.563.2656 to discuss your retirement goals and how we might help.

10/02/2026

At McClure & Associates, we provide a lot of services you may not know about. Call us at 843.563.2656 to learn more!

10/01/2026

October is Financial Planning Month, which is a great reminder to consider all of your financial matters comprehensively, as a whole. Make sure your plan includes retirement savings, a retirement income plan, savings for life milestone goals (wedding, house, kids’ college), insurance to help protect you from potential adverse life events, your budget, your investments, your legacy plan… everything related to your finances!

We’re here to help. Call us at 843.563.2656!

09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today at 843.563.2656 to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

09/29/2026

Have questions about your financial strategy? We’re here to help.

Request a quote and let us know what areas you’re interested in, where you may have concerns, or what questions you have about your current strategy. Our team is here to help you take the next step with confidence.

Request a quote today and let’s start the conversation: https://bit.ly/3hcWQod

09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today to start building a retirement strategy designed around your goals. 843.563.2656.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.