Medicare Plans

IS NOW THE TIME TO REVIEW YOUR MEDICARE PLANS?   When it comes to joining or switching Medicare plans, there are three different enrollment periods to consider:   Initial Enrollment Period (“IEP”)  When you first became eligible for joining a Medicare plan....

A Legend Retires…

After 35 years with McCabe & Associates, Dave Schuber has officially retired. He had his last day of work yesterday, and gave all of us a good laugh on his way out. As he told us, “laughing is much better than crying.” We are all so happy for him, and...

2018 Pershing Tax Procedures

January 14, 2019 Dear Clients of McCabe & Associates: It is once again the time of year to begin preparing for tax filings. Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in...