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CIBC Private Wealth Management Blog
Dianne Savastano

Asset Publisher

Wealth Strategies

Managing the Stages of Cognitive Decline

Dianne Savastano
August 14, 2019

First, a bit of background… During a visit to his parents’ home over the holidays, our client Jack noticed that his dad, Bill, seemed a bit more forgetful than previously. Jack observed a slight change in personality and a significant withdrawal from all the family events that his father would normally embrace. Jack wondered if his dad’s medications were being taken appropriately as he noticed...
Wealth Strategies

Medicare Open Enrollment: What You Need to Know and Do

Dianne M. Savastano
October 30, 2017

Download PDF   Welcome to October and the beginning of Medicare Open Enrollment Season. It began on October 15 and extends through December 7. For Medicare recipients, it's that exciting time of year when you must review previous choices, assess your options, and make changes as needed. OK, so maybe it's not all that exciting. But it is a time when you need to perform a necessary task...
Wealth Strategies

Four Common Medicare Questions Answered

Dianne Savastano
April 26, 2018

Download PDF   Whether you've been enrolled in Medicare previously, or are about to participate for the first time, we know, it can be confusing! With that in mind, today's blog tackles four common questions related to this valuable, but often complicated, benefit. Question #1: I've heard that Medicare will be issuing new ID cards. Why is this happening and what is involved? Some of our...