Client login
Client login

Medicare and What's Not Covered

Medicare and What's Not Covered

For people on Medicare, one can easily spend an additional $5,000 a year on ongoing health and insurance costs on items not covered. Below are costs y...

Shopping Deals in October [Tips]

As the holiday season starts, so does the shopping sprees. When the seasonal decorations hit the stores and our paychecks hit our bank accounts, it’s ...

Trump's Tax Plan and How It Would Affect You [Video]

President Donald Trump has promised that his tax reform plan, the first significant tax code overhaul in 30 years, will reduce taxes for middle class ...

Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement