Sep 30, 2020
Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the “Planning for Medicare: Countdown to 65" webinar at AMRfinancial.com.
Sep 25, 2020
Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank’s role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing for the forgiveness process.
Sep 21, 2020
The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you’d like to receive the AMR paper “Financial Planning for Widowhood”, which provides tips for planning ahead and steps to take after the loss...
Sep 16, 2020
Keats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns, and administering the trust. Chris answers...