Skip to main content
Our Blog
4 Life Stages That Could Impact Your Life Insurance Needs

Do you know that your life insurance needs evolve as your life changes? While most people view life insurance as a one-time decision, your...

4 Ways to Use Life Insurance While You’re Living | Maximize Your Policy’s Benefits

4 Ways Your Life Insurance Policy Can Benefit You While You’re Living When you think about life insurance, you are likely considering it as a...

Understanding the Laken Riley Act: Implications for Immigration Enforcement

The Laken Riley Act, signed into law by President Donald Trump on January 29, 2025, represents a significant shift in U.S. immigration enforcement...

Understanding Medicare's Preventive and Screening Services.

Preventive healthcare is one of the most effective ways to stay healthy, detect potential illnesses early, and avoid costly medical treatments down...

The Courage to Grow Old- Embracing Change and Uncertainty in Aging

Judith Graham Updated January 21, 2025 Originally Published January 15, 2025 It takes a lot of courage to grow old. I’ve come to appreciate this...

2026 Tax Code Sunset: How to Prepare for Higher Taxes

Understanding the Tax Cuts and Jobs Act (TCJA) Sunset The Tax Cuts and Jobs Act (TCJA) was signed into law in December 2017 and made sweeping...

Maximize Your Social Security Benefits

Social Security plays a vital role in retirement planning, yet its complexities leave many with unanswered questions. As financial advisors, we are...

Understanding Your Insurance Options

When it comes to insurance, making an informed decision can protect your financial future and provide peace of mind. With so many providers and...

The Hidden Benefits of Health Insurance You May Not Be Using

According to a 2023 Kaiser Family Foundation study, 73% of insured Americans don't fully utilize their health insurance benefits, potentially...

When Should You Claim Your Social Security Benefits? Key Considerations

When Should You Claim Your Social Security Benefits? For many Americans, Social Security will make up a significant portion of their retirement...

Questions to Ask Before Choosing an Insurance Policy

Whether you are looking to insure your home, automobile, or your life, selecting the right insurance policy is a critical financial decision....

Healthy Habits, Healthier Premiums: How Lifestyle Changes in 2025 Can Impact Insurance Rates

As we ring in 2025, there's never been a better time to align your health goals with your financial well-being. Many Americans are discovering that...

Why Insurance Should Be Part of Your 2025 Resolutions

Making insurance part of your New Year's resolutions might sound strange at first. After all, it's certainly not as common as the typical pledges...

Employers Urge Congress to Cement Health Price Transparency Before Trump's Return

Julie Appleby, KFF Health News December 20, 2024 It seems simple: Require hospitals and insurers to post their negotiated prices for most health...

Your Rights in the Emergency Room - A Guide for Seniors

Emergencies can be stressful, especially for seniors and retirees who need to be aware of their rights and protections in the emergency room....

Featured Blogs