02 Jul
July 02, 2019

Over time, as your individual and family circumstances change, you may find that you own an annuity or cash value life insurance policy that no longer suits your needs.

If you have such holdings within your portfolio, there are attractive ways to repurpose such assets where they again can play a role in your overall financial plan such as for long-term care insurance protection.

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20 May
May 20, 2019

“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A new diagnosis can impact not only your day-to-day routine, but also the people who are close to you.

Finances can also be impacted. In fact, one of the areas that a hospital support group asks patients to describe is their level of ‘financial stress.’

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16 Nov
November 16, 2017

Planning a wedding takes quite a bit of time and effort. It involves a good deal of coordination and communication to make sure everything goes smoothly on the big day. Don’t let the organization skills you developed while planning your wedding go to waste after tying the knot. Instead, re-direct them to an important part of your new life together: creating a financial plan for your future.

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03 Jun
June 03, 2016

You may be able to receive subsidies from the government for your health insurance premiums. In order to make health insurance more affordable, the Affordable Care Act allows eligible individuals to receive a premium tax credit if they obtain health insurance through the Marketplace.

The Marketplace is a health care exchange that was established by the government under the Affordable Care Act and is also referred to as “Obamacare.” It was signed into law March 23, 2010. This legislation requires all

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