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At Dale Frank Financial, we understand the importance of learning about insurance. If you’re beginning the research process, take a look through our blog to learn more. We update our blog frequently so that it can be your information source about important insurance subjects.

Our team is knowledgeable about insurance topics and can aid in the enrollment and selection process. If you’re ready to get the details you need about Medicare, make an appointment to speak with one of our professionals today. Shopping for insurance can be complicated, so simplify the process by working with a full service financial firm. There are so many different insurance options available, so take the time to learn about which one is right for you.

Quarterly Market Reports

Q2 Market Talk

July 29, 2021

As the weather heated up, so did the economy – and the potential for inflation. But without any big news to look forward to, markets could cool down significantly as we head into the second half of 2021.

Medicare Blog Posts

Can You Be Turned Down for a Medicare Supplement Plan?

September 13, 2021

The short answer is yes, except during your Medicare Supplement Open Enrollment Period, which starts the first day you are enrolled in both Parts A and B of Original Medicare and ends six months later. Outside of this period, Medicare Supplement (Medigap) plans are allowed to use medical underwriting and deny you coverage or increase…

Is Original Medicare and Medicare Advantage the Same?

September 13, 2021

The short answer is no. Original Medicare is a government-run entity that consists of two parts – hospital insurance, Part A, and medical insurance, Part B. All the rest of Medicare – Part C, (Medicare Advantage Plans), Part D (prescription drug plans), and Medicare Supplement or Medigap policies – are offered by private insurance carriers.…

Financial Services Blog Posts

College Savings: An Update

September 3, 2021

Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief Supplemental Appropriations Act of 2021 is one of them. It contains changes to how students and parents apply for student aid via the Free Application…

Moving During Retirement

September 3, 2021

Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase before you stop working, or is it possible to get to a mortgage after you’re retired? Plenty of retirees can qualify for a mortgage while…

Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

September 3, 2021

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits for IRAs are relatively low ($6,000; $7,000 for 50-plus), but the Roth is a good complement for investors who also contribute to an employer-based retirement…

Reshoring: What’s the Future for Products and Services Made in America?

September 3, 2021

According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective equipment, pharmaceuticals, and semiconductors. Companies that had outsourced manufacturing to other countries experienced firsthand the types of risks associated with offshoring.  The previous administration placed…

Fixed Income vs. Stock Portfolio

November 23, 2020

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and the normal level of entertainment activities and dining out have been curbed. If you’ve remained employed, chances are good you’ve…

America’s Need for Better “Infloodstructure”

November 10, 2020

In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key driver of this decision was recurring hurricane and tropical storm risk. This means a loss of 240 jobs for the Panhandle area.1 By mid-September of the 2020 hurricane season, mainland U.S. had already been hit…

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Understanding Medicare: Know Your Options and Costs

Not sure where to start with Medicare? We can help!
Download this 16-page guide and get answers to the most common questions about Medicare, including:

  • What’s the difference between Medicare Parts A, B, C and D?

  • What's covered? And how much will I pay?

  • Is Medicare Supplement insurance or a Medicare Advantage plan right for me?

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