952.767.2073

August Insights

August Edge

As mentioned previously, one of the keys to success in business is continually looking for ways to improve.  August Edge is the result of that mind-set.  There are a lot of different flavors of financial planning.  Many, even “comprehensive” financial plans do not include a serious look at Social Security, Medicare “Gap” coverage and transitional housing issues for example.  August Edge is set up to focus on just those types of topics.

  • Social Security – should I start drawing my income? Wait? File and suspend?
  • Medicare Gap plans – which plan is best for me and MY situation?
  • Bill pay – bills and other mail continues to pile up, it is hard to keep up.  I don’t even like the process of paying the bills…
  • I want to stay in my home but it is getting hard and harder to do – what can I do?
  • I may need in-home healthcare soon.  Where do I turn?

These and other things that pop up during retirement can make an otherwise good day have a few bumps.  The concept of August Edge is that we listen, create a plan, present service providers, then create a follow up process and timeline to make sure that things are being addressed.  Take a look!  See what you think.