About Robert Rhodes

Bob Rhodes enjoys a home in Dracut with his wife Andrea and their two sons. He spent the early part of his life in Maine and moved to Massachusetts in 1988 after serving in the United States Army with the 82nd Airborne Division. He graduated from Salem State College (University) with a degree in history. He loves reading, eating good food, going to the movies and traveling. Bob is inspired by the idea of helping his clients fulfill their goals of income security. He is an an expert in the Long Term Care and Health Insurance fields. He has been in the Insurance Field for several years and volunteers his time with local government and Trade Organizations.
Contact me by phone at 781-354-0395

401K maxed out? Think annuities.

2017-07-12T17:47:25-05:00

Man401K maxed out? Annuities offer you an investment that can grow without the impact of taxes until withdrawals are made, they can be a good alternative to consider when other tax-deferred investments such as 401k plans and IRAs are maxed-out.

Say you’re putting the legally allowed limit into your 401(k) and you make a full contribution to your IRA every year, too. You also have a regular investment account with tax-efficient holdings, […]

401K maxed out? Think annuities. 2017-07-12T17:47:25-05:00

Health Insurance, save thousands?

2017-07-12T17:47:25-05:00

saveAs an adviser / broker, one of the most common misunderstandings I hear from small business clients is that their company is “so small” or even “too small” to be able offer health insurance. Often times this assumption comes in the form of a question, “Why would my company offer health insurance? After all, it’s just me and I’ve already got a plan.”

No, […]

Health Insurance, save thousands? 2017-07-12T17:47:25-05:00

Seven Must Read Articles

2017-07-12T17:47:25-05:00

Smiling middle-aged man reading newspaper on sofa --- Image by © Kate Kunz/Corbis

SEVEN MUST READ ARTICLES. Basics Of Long Term care, Managing Your Health Insurance Costs, Open Enrollment…Missed The Boat? Medicare Enrollment…What To Do? Life Insurance, A Bucket List Item? 10 Essential Health Benefits and Retirement, Are You Ready?

See www.cortez.life – blog section

Seven Must Read Articles 2017-07-12T17:47:25-05:00

Basics of Long Term Care Insurance

2017-07-12T17:47:25-05:00

elderly-couplesWhat exactly does Long Term Care Insurance, or LTC cover? Many people believe that LTC only pays for the cost of an Assisted Living Facility or nursing home when you arrive at the point in your life when you can no longer care for yourself. Well, yes, it can function as such, but there’s a lot more to it than that. Did you know that with the right […]

Basics of Long Term Care Insurance 2017-07-12T17:47:25-05:00

Managing Your Health Insurance Costs.

2017-07-12T17:47:25-05:00

Pensive

Is there really such a thing as managing your health insurance costs? When it comes to selecting a health plan we are sometimes asked to choose between a low monthly premium / high deductible, or a higher premium / low deductible. A healthy person who doesn’t often use his plan might opt for the former in order to save money on his monthly premiums. But […]

Managing Your Health Insurance Costs. 2017-07-12T17:47:25-05:00
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