Cypress Wealth Services

MEDICARE OPEN ENROLLMENT IS ALMOST HERE! For some, it can be confusing and difficult to get answers to your specific questions. Our upcoming webinar will focus on Medicare and Open Enrollment. If you are age 64 and older, this is a discussion you don't want to miss! Click below for webinar details and to enroll. https://us02web.zoom.us//8816034/WN_Z65ADfMZQKOtOOB245qAbg

Gone are the days when husbands were the only ones in control of the family’s finances. https://www.cypressws.com//what-all-women-should-know-abou

Financial Planning for women typically involves living longer than men as well as fewer years in the workplace if they take time off to raise kids. Our most recent article discusses some of these challenges and provides practical ideas to consider! https://www.cypressws.com//what-all-women-should-know-abou

As you grow older and settle into the empty-nesting stage, you might find that conversations about parenting and finances are increasingly intertwined. We provide ideas to consider as you and your spouse discuss the topic. https://www.cypressws.com//where-to-start-when-you-and-you

Please join us for our webinar next week- The Election, The Markets, and You! In the wake of the Covid market shock, you may be concerned about the potential heightened uncertainty as we approach the election. In our upcoming webinar, our partners from Blackrock will share key stats and insights related to the upcoming presidential election and how markets have performed during previous election scenarios. To view details and sign up, please click below. ... https://us02web.zoom.us//4016014/WN_h7zOeU4aQA668ROUNKgYHA

How will Q4 2020 unfold?

How much power does the President really have over the economy? Our recent article discusses this and more. https://www.cypressws.com//how-much-power-does-the-preside

Do you understand your Social Security retirement benefit options? We can help.

An HSA is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. (*3) It’s used in conjunction with a high-deductible health insurance plan. Allow me to explain in more detail. https://www.cypressws.com//what-you-need-to-know-about-hsa