Client login
Client login

Have You Factored Your Pet into Your Estate Planning?

Have You Factored Your Pet into Your Estate Planning?

Most retirees have a will or living trust in place to ensure that loved ones are provided for when the time comes. But have you included your pet in y...

World Alzheimer's Day is September 21 - 10 Warning Signs of Cognitive Decline to Look Out For

World Alzheimer’s Month is held every September to raise awareness and challenge the stigma around dementia, and World Alzheimer’s Day is commemorated...

Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

How to Protect Your Retirement Savings from Scammers

After working for decades to build a comfortable retirement plan, the last thing you want to do is lose your savings to scammers. Cons have been an un...

The Other Side of Health Care - Planning for Long Term Care Costs in Retirement

A September 2020 Retirement Confidence Index study revealed, 58% of Americans are more concerned about retirement today compared to a year ago. It als...

Are You Covered? What Retirees Need to Know About Homeowners Insurance

If an unexpected storm blew through your home today, would you be covered for the damages? Or would you need to tap into your emergency fund? 

Medicare Basics - What You Need to Know About Healthcare in Retirement

Planning for retirement includes thinking about your health—from staying active and eating well to making sure you have affordable and adequate health...

Why Estate Planning is Important And How to Get Started Now

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...

4 Ways Annuities are Like Bad Relationships

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

What Affects Your Cost of Car Insurance

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...

8 Types of Insurance for Small Business Owners

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...

Ready to take the next step?

Let’s talk!