• insurance

Insurance and Investments

A good financial strategy is not just about “making money;” it is also about protection.
  • Is it time for life insurance?

Is It Time for Life Insurance?

Important life events may call for it.

Many younger Americans lack life insurance. A 2014 report from insurance industry analyst LIMRA found that only a third of Gen Y Americans have any life insurance coverage. In the same survey of 6,000 respondents, six in 10 Gen X and Gen Y Americans said their households would be […]

By |September 3rd, 2015|Financial Article|
  • The Importance of Life Insurance

The Importance of Life Insurance Audit

Is it time to review your policy?

Life insurance can be confusing. Do you have the right kind? Do you know if you have enough? Do you need any at all?

The insurance companies have several different types available: whole life, term life, universal life. Some life insurance policies have a cash value while others do not. […]

By |July 27th, 2015|Financial Article|
  • Gauging Your Financial Well-Being

Gauging Your Financial Well-Being: Six signs that you are in good shape.

How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you are gone?

These are major questions, and most people can’t answer them as quickly as they would like. […]

By |September 24th, 2014|Financial Article|
  • Medicare

Medicare Enrollment Options for 2014-15

Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.

* Oct. 15-Dec. 7: Open enrollment period. This is when you can exit Original Medicare (Parts A & B) for a Medicare Advantage Plan (Part C) and change your […]

By |July 30th, 2014|Financial Article, Financial Planning|
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