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The Five Biggest Medicare Mistakes
Medicare is the federal government’s health insurance system for U.S. citizens or permanent residents 65 and up, as well as some disabled people of any age. Most Americans will sign up for Medicare at some point and many have a few misconceptions about it. My webinar, The Five Biggest Medicare […]
jonathanlgerber
Apr 10, 20247 min read


Spring Cleaning Your Finances
Spring is almost here! And with that comes thoughts of growth and renewal, making it the ideal time to give your finances a little sprucing up. We’ve simplified this process into three primary areas to help you efficiently organize and improve your financial situation. Financial goals – What would […]
jonathanlgerber
Mar 8, 20242 min read


7 Simple Money Management Tips
Personal debt in the US hit an all-time high of approximately $14.6 trillion, shared across 340 million people. Debt isn’t necessarily bad, depending on what use you make of the money you borrow. Unfortunately, financial imprudence and bad management habits do most people in. There’s no one size fits all approach to […]
jonathanlgerber
Dec 3, 20214 min read
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