March 31 Is An Important Medicare Date and Vanguard Lawsuit - a podcast by Jae Oh

March 31 Is An Important Medicare Date and Vanguard Lawsuit

You can: a. Cancel Medicare Advantage and return to Original Medicare (you'll need to be careful, especially now). b. Change Medicare Advantage plans (must be a current Medicare Advantage policyowner) c. Change Medicare Advantage plans and select enhanced benefits packages at the new plan.

Vanguard Lawsuit: What Happened? 

Link to CNBC article: https://www.cnbc.com/2022/03/15/vanguard-created-big-tax-bills-for-target-date-fund-investors-lawsuit-claims.html Actually, mutual funds, target-date retirement funds, robo-advisors, and certain ETFs can create unrecognized issues...until it's too late. Those issues can be larger than the benefit, depending on the situation. Yikes.

Short Term Disability Insurance | Is It Worth It? 

"Millennial Jae" would definitely look at this. The probability of this occurring is "relatively high." The benefits pay the soonest, at the time it is most likely needed. That BALANCE makes it worth the look.  While I don't suggest choosing this (or any financial contract without professional guidance, insuretech is moving forward on all fronts, full-steam ahead.  Individual short-term disability has been difficult to locate, but with technology and the competitiveness of the market, I would highly suspect that will change, quickly.  

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