September 2025 – Newsletter
The Art Of Giving What You Can’t Take With You
A suite of early works from a celebrated artist. A complete set of first editions without a single cracked spine. A Brasilia buffet full of Pyrex. A spare room dedicated to artfully curated Star Wars memorabilia.
All passionately collected – and potentially at risk, without a thoughtful plan to either keep them in the family or share them with the world.
WHAT YOU’LL FIND INSIDE:
- THE ART OF GIVING
- CALENDAR
- NEW EMPLOYEE
- BABY ANNOUNCEMENT
- FAMILY UPDATE
- MAKING THE MOST OF MEDICARE
Calendar
September 15 -3rd quarter estimated tax payment due, if required
October 15 – December 7 – Medicare Annual Enrollment
November 17 – 21 – Annual Food Drive to support the Jackson Community Food Pantry
November 20, 3:00 pm – 6:00 pm – Food Drive Open House
Welcome Meg McGee
We are pleased to introduce you to Meg McGee, CRPC™, who will be joining our Paramount Wealth family on September 2 as a Sr. Registered Admin Extension Associate.
With over 13 years of experience in the Wealth Management industry, Meg values cultivating relationships and prioritizing an exceptional client experience. Prior to Raymond James, Meg was a Business Development Officer with Truist Investment Services, Inc. where she assisted in comprehensive financial planning, marketing strategies, and operational initiatives with her team.
Introducing Kylie Clark
Congratulations to Brennan and his wife, Lisa, on the birth of their third child, Kylie.
We are so happy for their growing family and wish them all the joy that comes with this wonderful new addition!
Family Update
Many of you have known Josey, Candace’s daughter, since she was little. This fall, she begins an exciting new chapter as a freshman at Indiana University. She has been accepted into both the College of Arts and Sciences and the prestigious Hutton Honors College, where she will be studying Anthropology.
Josey’s curiosity about people, cultures, and history makes Anthropology a natural fit, and we have no doubt she will thrive.
She’s also beginning her college adventure with a roommate from New York, adding another dimension to the new experiences ahead.
We couldn’t be prouder of Josey and are excited to cheer her on as she embraces this next phase in her life.
Make The Most Of Medicare’s Open Enrollment Period
Medicare’s open enrollment season is coming soon. Between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage.
During this time, you can change from Original Medicare to a Medicare Advantage plan or vice versa, or switch from one Medicare Advantage plan to another Medicare Advantage plan. You can also join a Medicare Advantage or Medicare prescription drug plan for the first time or drop your drug coverage completely.
Even if you’re satisfied with your current plan, open enrollment presents a great opportunity to make sure you’re getting the most out of Medicare. Every year you should compare your current plan to other plans in your area in case another plan offers better health and/or drug coverage at more affordable prices.
The coverage provided by insurance companies often changes each year. You could wind up paying more out of pocket on healthcare expenses throughout the year.
Here are some tips to help you get started:
- Ask yourself: Have my needs changed? Is my current coverage adequate? Will the cost of my current plan be going up? Are there comparable, lower cost plans available?
- Review the annual notice of change from your current plan provider. You should receive this in September.
- If you have a Medicare Advantage plan, make sure your doctor is still accepting your particular plan next year. If your doctor is out of network, you will have to choose a new plan or pay higher out-of-pocket costs.
- Carefully review your plan for prescription drug coverage and determine your copayment and coinsurance costs.
- If you switch from a Medicare Advantage plan to Original Medicare, you will want to join a standalone Part D plan to get Medicare drug coverage.
- Compare plans using the Medicare Plan Finder at medicare.gov.
- Get one-on-one assistance from the State Health Insurance Assistance Program.
- Call the Medicare Rights Center at 800.333.4114 for free counseling.
- All changes to your Medicare plan will take effect on January 1 following the enrollment period.
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