Dyer Financial Insurance Services

You're worth more alive than dead... check the numbers... -

You're worth more alive than dead... check the numbers... Few people realize that a 30-year-old couple will earn 3.5 million dollars by age 65 if their total family income averages $100,000 for their entire careers, without any raises.

Fixing the value of your business for Estate Tax purposes... you don't want the Feds doing it... -

Fixing the value of your business for Estate Tax purposes... you don't want the Feds doing it... If certain conditions are met, a binding buy-sell agreement may fix the value of a business interest for estate tax purposes. The purchase price, whether a fixed amount or one determined by a formula, can be accepted as the estate tax valuation if these conditions are met:

📆 New to Medicare? Let’s Explore Your Options

Understanding Medicare can feel overwhelming, but it doesn’t have to be. From Original Medicare to Medicare Advantage and supplemental coverage, I’ll help you make sense of it all.

Whether you're planning ahead or already enrolled, it's important to review your Medicare options so you can make confident decisions about your coverage.

Type "Get Started" in the comments to connect with a licensed insurance agent for personalized Medicare guidance.

https://mailchi.mp/dyerfs/what-on-earth-is-the-alternative-minimum-tax

What on earth is the Alternative Minimum Tax? The alternative minimum tax (AMT) was originally implemented over 40 years ago to ensure that wealthy taxpayers pay some income tax.  The objective of the alternative minimum tax (AMT) is to ensure that taxpayers with itemized deductions and/or income from certain tax preferences will not avoid or ...

Not all Medicare Advantage plans work the same , and those small differences can cost you big next year.

Here’s what varies within Medicare Advantage plans:

📍 Service areas (your plan may not work if you move or travel)
💊 Prescription coverage — even for common medications
🏥 Referral requirements (some plans require referrals to see specialists)
📉 Out-of-pocket maximums (some are much higher than others)

If you’ve only reviewed costs or looked at TV ads, you might be missing important plan differences.

📩 Send me a message to connect with a licensed insurance agent for help reviewing the fine print before AEP ends.