
November 2021
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MedicareRetirement Planning
- Carlos Dias Jr.
- November 30, 2021
The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.

Retirement AccountsRetirement PlanningTaxes
- Carlos Dias Jr.
- November 29, 2021
You can borrow up to $50,000 from a 401(k), 403(b), 457(b), Thrift Savings Plan, and defined benefit pension plan, but never a traditional or Roth IRA, including SEPs and SIMPLE plans.

Sports
- Carlos Dias Jr.
- November 16, 2021
The NFLPA started licensing financial firms in addition to advisors. This move may seem to have good intentions, but it exposes how NFL players are being deceived when money is involved.
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Elizabeth Masso
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.
