As cold weather approaches, now is the time to evaluate your home heating oil tank. A proactive approach to maintaining your tanks not only reduces your risk of an oil release but may also grant you peace of mind. The cleanup cost of an oil leak, depending on the extent, and whether it is caught [...] Read more »
Be Prepared
As much as we all hope Hurricane Irene takes another path, we will hope for the best but prepare for the worst. Below, are some precautions that you can take on your own to help better protect your family, your home and its contents: In advance of the storm: Doors and Windows: If your home [...] Read more »
Market Volatility and Your Emotions
When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you need to re-examine your game plan, it should be done with as much care as you put into developing that plan in the first place. Your financial professional may be able to help you decide [...] Read more »
Reminder to Employers – Creditable Coverage
Reminder to Employers: CMS Requires Annual Health Plan Filing and Notice to Medicare Eligible Members Federal law requires that all health plans file with the Centers for Medicare and Medicaid Services (CMS) annually concerning their health plan’s prescription drug benefits. You must disclose whether your prescription benefits are considered “creditable coverage” per the Medicare Modernization [...] Read more »
Retirement Income Planning Webinar (10:00 a.m. and 6:00 p.m.)
Nick Petronelli, Sylvia Financial’s Financial Advisor will be presenting a complimentary webinar on June 28th. As you get closer to retirement, it’s time to turn your attention from accumulation to distribution. That’s what retirement income planning is all about-understanding how much income you’ll need during your retirement years to support the retirement lifestyle that you [...] Read more »
Sylvia Group welcomes Stephen Mitchell, Jr.
The Sylvia Group of Insurance Agencies is pleased to announce the hiring of Stephen Mitchell, Jr. as Business Development Executive. Stephen has over sixteen years of financial services industry experience and holds his FINRA Series 7, 6 and 63 licenses in addition to the Massachusetts Life Insurance licensure. Stephen joins the Sylvia Group after working [...] Read more »
Social Security Seminar
You and a Guest are Cordially Invited to Attend a Complimentary Seminar on Social Security Benefits. We are happy to have Delia DeMello from the Social Security Administration give a review on the ins and outs of Social Security Retirement Benefits and Medicare for clients who are not already receiving Social Security Benefits. Learn about [...] Read more »
Roth IRA Conversion Webinars (10am & 6pm)
Nick Petronelli, Sylvia Financial’s Financial Advisor, will review the new rules that are in place for Roth IRAs and for converting a Traditional IRA into a Roth IRA “Roth conversion”. This presentation will help you understand the potential benefits of a Roth conversion as well as factors that need to be reviewed to determine if [...] Read more »
Workplace Wellness Webinar (10am – 10:30am)
Julie Jennings, Vice President of Employee Benefits, and Tracy Sirois, Sylvia & Company’s Employee Wellness Coordinator, will highlight proven strategies to help employers initiate a wellness program that works to improve the health and well being of your employees. Click here to register online or call Kristine Arsenault to reserve your spot at the upcoming [...] Read more »
Understanding Medicare Webinar – What You Need to Know for 2010 Open Enrollment
This webinar will be helpful for employers who have Medicare-eligible employees, as well as individuals who are already on Medicare or approaching retirement. Some of the topics that will be discussed are: Medicare – who is elgible and when Medicare Parts A, B, C, and D What happens to your insurance when you become eligible [...] Read more »