While it’s natural in uncertain times to think more about “getting your ducks in a row”, if your retirement is fast approaching then estate planning i...

Many financial planners have a love-hate relationship with annuities - mostly hate. Over the years, this type of investment has gained a bad reputatio...

If you’ve looked at your car insurance bill recently and noticed that the cost of your insurance has increased, you may be wondering what you did to c...

If you are a small business owner, insurance is something you will need to address. It can be stressful to think about the additional costs involved i...

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...

With Medicare Open Enrollment beginning October 15, 2017, are you ready? Below are steps you can take to find the best plan for you.

In a natural disaster or crisis your first priority is the safety of you and your family, having your finances and critical information safe gives you...

The open Medicare enrollment period begins on October 15th. This is the time to review your medicare coverage and see if you need to make any adjustme...

September is National Life Insurance Awareness Month.  As fall approaches and the resources are readily available, it is an excellent time to consider...

As many of our clients reach retirement, they begin to have questions around Medicare coverage. Since the costs associated with health care are a larg...

As the aging population is learning, healthcare costs are a huge element of financial planning. While trying to estimate your needed retirement funds,...