Skip to content
Client First Capital LLC
  • About Our Firm
    • Our Team
  • Our Services
    • Services Overview
    • Advice Only
    • Wealth Management
    • Family Office & Trustee Services
  • Our Approach
    • An Integrated Approach
    • Investments
    • Taxes
    • Risk Planning
    • Estate Planning
  • Insights
    • Articles & Updates
    • Video Library
    • Resource Library
  • Contact Us
  • Client Login

Tag: medicare

The Long Game
February 8, 2022in Risk Planning0by Amar Shahh, CFA, CFP®

The Long Game

by Loren Bailey Senior Wealth Manager Ok, so you are prosperous, and life has treated you well. You have worked, had a wonderful career, and are almost ready to retire.…

Read more
Are Military Health Benefits Enough?
November 8, 2021in Risk Planning0by Amar Shahh, CFA, CFP®

Are Military Health Benefits Enough?

by Loren Bailey Senior Wealth Manager If you watch TV or read the news, you are probably aware of the fact that we are in the midst of the Annual…

Read more
Medicare Advantage Versus Medicare Supplement
October 10, 2021in Risk Planning0by Amar Shahh, CFA, CFP®

Medicare Advantage Versus Medicare Supplement

by Loren Bailey Senior Wealth Manager It’s here again! October 15th is the beginning of the Annual Enrollment Period (AEP) for Medicare. But what is Medicare anyway? There is much…

Read more
Medicare Supplement Plans vs. Medicare Advantage Plans – Which is Right for You?
September 26, 2020in Risk Planning0by Amar Shahh, CFA, CFP®

Medicare Supplement Plans vs. Medicare Advantage Plans – Which is Right for You?

This week’s newsletter focuses on the different options available to Medicare eligible individuals and is a continuation of our post from 8/28/2020, “Understanding Medicare Part A and Part B”. Please…

Read more
Search Insights
Search for:
Recent posts
Market Commentary; The Persistence of Volatility

Market Commentary; The Persistence of Volatility

May 12, 2022
A Few Words Before You Go; Estate Thinking and Planning

A Few Words Before You Go; Estate Thinking and Planning

May 11, 2022
Cyberattacks Specifically Targeting Seniors

Cyberattacks Specifically Targeting Seniors

April 12, 2022
Staying Focused During Times of Conflict

Staying Focused During Times of Conflict

April 12, 2022
Risk of Recession

Risk of Recession

March 8, 2022
Categories
  • Charitable Giving (6)
  • Estate Planning (18)
  • Family Wealth Planning (21)
  • Financial Planning (1)
  • Investments (34)
  • Retirement Planning (7)
  • Risk Planning (32)
  • Taxes (25)
Posts by Month
Tags
401k bitcoin covid-19 crypto estate plan estate planning in san diego faqs fed financial advisor financial advisor in san diego financial planning GDP inflation liquidity living trust living will long term care insurance medicare medicare advantage power of attorney retirement retirement planning roth ira small business spend bitcoin spending bitcoin stimulus Stress test taxes on investments tax planning trading in crypocurrency trading in crypto trust understanding bitcoin understanding cryptocurrency unemployment unemployment rate video wealth management wealth manager wealth manager near me wealth manager new york wealth manager San Diego what do I do with my 401k will
Recent posts
Market Commentary; The Persistence of Volatility

Market Commentary; The Persistence of Volatility

May 12, 2022in Risk Planning
bonds fed rate hikes inflation raising interest rates stock market volatility
Read More
A Few Words Before You Go; Estate Thinking and Planning

A Few Words Before You Go; Estate Thinking and Planning

May 11, 2022in Estate Planning
estate planning in NYC estate planning in san diego estate thinking Irrevocable Trust living trust will
Read More
Cyberattacks Specifically Targeting Seniors

Cyberattacks Specifically Targeting Seniors

April 12, 2022in Retirement Planning Risk Planning
Cyberattacks cyberattacks and seniors cybersecurity phone scammers
Read More
Tags
401k (3) bitcoin (3) covid-19 (7) crypto (3) estate plan (2) estate planning in san diego (3) faqs (8) fed (3) financial advisor (20) financial advisor in san diego (21) financial planning (4) GDP (3) inflation (6) liquidity (5) living trust (2) living will (2) long term care insurance (2) medicare (4) medicare advantage (3) power of attorney (2) retirement (4) retirement planning (5) roth ira (2) small business (2) spend bitcoin (2) spending bitcoin (2) stimulus (3) Stress test (2) taxes on investments (3) tax planning (6) trading in crypocurrency (3) trading in crypto (3) trust (2) understanding bitcoin (3) understanding cryptocurrency (3) unemployment (5) unemployment rate (2) video (14) wealth management (2) wealth manager (15) wealth manager near me (4) wealth manager new york (2) wealth manager San Diego (5) what do I do with my 401k (2) will (3)
Text widget

Often searching out the graphical symmetry in chaos, while still maintaining the personality and emotion of the subject. The excitement and anticipation as we waited to see the next piece of unpredictable chaos was electric.

Client First Capital LLC
(c)2022 Client First Capital. All rights reserved.
Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This websiteis solely for informational purposes. Past performance is no guarantee of future returns. Investing involves riskand possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.
  • Home
  • About Our Firm
  • Looking for a Financial Advisor
  • Our Services
  • Advice Only
  • Family Office & Trustee Services
  • Wealth Management
  • Our Approach
  • Estate Planning
  • Investments
  • Risk Planning
  • Taxes
  • Media and Resources
  • News & Insights
  • Contact Us
  • Client Login
  • Privacy Policy
  • Form ADV Part 1A
  • Form ADV Part 2A
  • Form CRS