Email Greg   615-908-9037

  • Home
  • About Us
    • About Us
    • Our Reviews
    • Our Philosophy
    • Why Us
  • Our Services
  • Medicare
    • Medicare and You
    • Medicare
    • Medicare Advantage
    • Medicare Supplemental
    • Medicare Part D
    • What is Medicaid
    • Prescription Drug Coverage
    • Medicare Part D
  • Who We Serve
    • Pre Retirees
    • Professionals
    • Those in Transition
    • Independent Women
    • The Next Generation
    • Multigenerational Families
  • BLOGS
    • IRA BLOG
    • Medicare Blog
    • Weekly Market Commentary
    • Weekly Newsletter
  • Resources
    • Media / TV
    • Tax Tool Calculator
    • Educational Videos
    • Events / Workshops
    • Frequently Used Terms
    • Retire Smart TV Series
  • Schedule A Meeting

Self-Certification After 60 Days: 12 Reasons

May 19, 2025

Recent Posts

  • What If My Medicare Doctor “Opts Out”?
  • 8 Ways to Keep From Going Broke in Retirement
  • RMD Calculations and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Bad Advice Turns Me Into the Hulk
  • How Medicare Advantage Plans Cover Seniors’ Vision, Hearing, and Dental Needs
  • Are My SEP and SIMPLE IRAs Safe from Creditors?
  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting

Contact Us

Business: 615-908-9037
Email: Greg@PFISFinancial.com

Office Map

  • FollowFollow

Our Location

730 Cool Springs Blvd, #140
Franklin, TN 37067
Get Directions

    • Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
© All Rights Reserved
Foundations PRIVACY POLICY
FOUNDATIONS FORM ADV PART 2 AND PART 3
FOUNDATIONS FORM CRS