Maureen Baxter, ChFC®, CLU®, Advanced Planning Consultant

The Financial Advisor’s Guide to Medicare Planning
For clients approaching age 65, guidance on how to manage their future health care costs is essential. This review of common questions on Medicare addresses coverage options, eligibility, 2021 costs, and more.
Maureen Baxter, ChFC®, CLU®
12.16.20
Becoming Your Clients’ Best Social Security Planning Resource
Become your clients' best social security planning resource by understanding the basics and nuances of claiming benefits, as well as knowing the questions they need to consider.
Maureen Baxter, ChFC®, CLU®
01.09.19
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