Insurance

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

One of the advisors in our office was previously employed at an insurance agency. He’ll never forget the day that a client in his forties came in to the office, sat down at the desk, and [...]

Happy New Year! At the start of 2019, if you are like many individuals, you may have made a New Year’s resolution list. To help you on your financial journey, you will find below a financial [...]

The recent flooding that occurred due to Hurricanes Harvey and Irma was sobering to the United States. Thousands of families were displaced from their homes and many have yet to recover. One [...]

Our March 2017 blog posting (Health Savings Accounts) talked about the tax and financial benefits of using Health Savings Accounts, especially when an individual can allow the contributions to [...]

In recent months, health care reform has been receiving a lot of attention in the media. Congress has promised to pass healthcare reform and something Americans are likely to hear more and more [...]

The summer season is here and that means many of us can look forward to sunbathing at the beach, going on vacation, dipping in the pool, grilling in the backyard and the like. What may not be top [...]

When Hiring Someone to Work in Your Home, Consider These Things First Every year millions of Americans hire someone else to work in their home. It could be a one-time occurrence such as hiring a [...]