Skip to content

Louie Valdez Thousand Oaks

  • Home
  • Blog

Month: May 2025

Medicare – A Primer for Retirees

According to Fidelity, Medicare Part B (doctors) and Part D (prescription) premiums will account for about 43% of the dollars you spend on health care in retirement.

Published May 27, 2025
Categorized as Louie Valdez of Thousand Oaks

Estate Planning – Don’t Wait until it’s Too Late

Estate planning requires us to do something today that hasn’t happened yet.
Without a plan, your loved ones will be forced to guess your intentions against the backdrop of an already difficult situation.

Published May 27, 2025
Categorized as Louie Valdez of Thousand Oaks

Insurance Primer- What to do when you get near retirement!

It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.

Published May 5, 2025
Categorized as Uncategorized

Recent Posts

  • A July Letter to Clients: 9 Tips on Purchasing and Financing Your New Home
  • 5 Retirement Questions You Should Ask Yourself
  • Is Now the Time to Convert your IRA into a Roth?
  • 5 Principles That Will Sharpen Your Skills as an Investor
  • Medicare – A Primer for Retirees

Recent Comments

No comments to show.

Archives

  • July 2025
  • June 2025
  • May 2025
  • April 2025
  • March 2025

Categories

  • Louie Valdez of Thousand Oaks
  • Uncategorized
Louie Valdez Thousand Oaks
Proudly powered by WordPress.