Income Security Associates LLC

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Income Security Associates LLC Developing innovative strategies and financial solutions to protect your business assets, retirement

Can money buy happiness in retirement? Research suggests it’s not just about how much you have—it’s about how you use it...
10/07/2026

Can money buy happiness in retirement?
Research suggests it’s not just about how much you have—it’s about how you use it. Spending on experiences, relationships, and the things that bring meaning to your life may play a bigger role in retirement happiness than simply building a bigger nest egg. 🥰

Whether you’re still planning or already retired, these research-based insights point the way to your best post-work life.

🍁 Fall is approaching, which means Medicare's Annual Enrollment Period is just around the corner! Are you prepared to re...
09/30/2026

🍁 Fall is approaching, which means Medicare's Annual Enrollment Period is just around the corner! Are you prepared to review your Medicare plan options and make any necessary changes? Let's get ahead of the game and ensure you're ready to make informed decisions about your coverage. Reach out to me for assistance today: https://calendly.com/pete-incomesecurity/introductory-phone-call

09/23/2026

Medicare Part D just got a whole lot easier! 🤩 Start your prescription drug coverage research with this quick 1-minute video. 🤗

09/16/2026
🍂 It's that time of year again – Medicare's Annual Enrollment Period is Oct 15 to Dec 7! Don't miss out on the opportuni...
09/09/2026

🍂 It's that time of year again – Medicare's Annual Enrollment Period is Oct 15 to Dec 7! Don't miss out on the opportunity to review your coverage options and make changes for the upcoming year. Let's ensure you have the right plan that fits your needs and budget. Book a free consultation with me ASAP: https://calendly.com/pete-incomesecurity/introductory-phone-call

How do Americans really feel about aging? ⏳A new Pew Research study shows that many people are rethinking what getting o...
09/02/2026

How do Americans really feel about aging? ⏳
A new Pew Research study shows that many people are rethinking what getting older actually means, from staying active and independent to continuing to grow and learn. Aging today looks very different than it did a generation ago.

From how well they think they’re aging to how they rate their physical and mental health and financial security, older adults with upper incomes are doing better than those with middle or lower incomes.

Moving can trigger a Special Enrollment Period for Medicare.That means you may be able to review and change your plan ou...
08/26/2026

Moving can trigger a Special Enrollment Period for Medicare.
That means you may be able to review and change your plan outside of Annual Enrollment. Plan availability often depends on where you live.🏡

Checking your options early can make settling in much easier. I can help! Reach out anytime: 704-236-8145.

If you’re turning 65 soon, Medicare choices are right around the corner. Understanding your options early can bring peac...
08/19/2026

If you’re turning 65 soon, Medicare choices are right around the corner. Understanding your options early can bring peace of mind. Contact me today at 704-236-8145 to get started! 🌞

Some people with Medicare may qualify for additional assistance based on income. These programs can help lower costs and...
08/12/2026

Some people with Medicare may qualify for additional assistance based on income. These programs can help lower costs and improve access to care.💗

If you’re unsure what help is available, learning more is a great first step. Reach out to me today!

💚 Medicare’s Chronic Special Needs Plans (C-SNPs) are built for people living with long-term health conditions like diab...
08/05/2026

💚 Medicare’s Chronic Special Needs Plans (C-SNPs) are built for people living with long-term health conditions like diabetes, heart disease, COPD, and more. These plans go beyond basic care, offering extra benefits like a monthly grocery or healthy food allowance to help with everyday living and wellness. 🍎🥦

*Benefits vary by plan and location. As a licensed Medicare agent, we can help you with personalized eligibility and details.

Address

PO Box 12563
Charlotte, NC
28220

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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