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It’s Tax Season! Are You Ready?

Filing season for the 2017 tax year is well underway. Many of us are still trying to pull our information together before we even begin the work of preparing and filing our taxes. At least we have a two-day reprieve. This year, the IRS moved the deadline to file returns to April 17 because the […]

Commonly Asked Questions About Life Insurance

When it comes to life insurance, most people have more questions than answers…but what happens when you don’t even know what to ask? We thought we would help you start the conversation. We’ve created a list of the most common questions and concerns that most people ask us. Give us a call and let’s work […]

February is American Heart Month: We want you to take it to heart

Life is precious. Living a longer, healthier life is about taking control and following some suggestions offered by the American Heart Association. My Life Check® was designed by the American Heart Association with the goal to help you improved health. These measures have one unique thing in common: any person can make these changes and […]

Start the year with a review of your coverage needs

We all agree that we need health insurance, homeowners insurance or renters insurance and car insurance. However, when was the last time your reviewed your insurance needs to make sure there weren’t any gaps? Here are some suggestions to make sure that you all the right coverage. Life insurance You need to make sure that […]

Apps to help you manage your time and productivity

How many times have you thought about trying to keep yourself focused, determined to change a habit or just simply get a bit healthier.  Here are some apps that take you from growing a forest to running from the zombies – all in the name of helping you manage your time and stay on track! […]

Making the most of an annual insurance review

When was the last time you reviewed your insurance? Was it when you got married, had a baby, started your own business, retired, added a pet to your family, sent a kid off to college, finished your basement? Believe it or not, your insurance is probably out-of-date and it is time for a review. As […]

Happy Holidays

As we all get ready for this holiday season we wanted to take a few minutes to thank you for your trust and loyalty this past year. It’s been a busy and eventful year for all of us. We can’t believe that 2017 is flying by so quickly. At this time of the year, we feel […]

Time for You to Review Your End of the Year Financial To-Do List

This time of year is always so busy with the holidays, family get togethers and various events. As a result, it’s easy to postpone financial decisions until the new year. Keep in mind that timing is especially important when it comes to making tax-related moves that may reduce what you owe when the filing season […]

Five mobile apps to help you manage your holiday spending and beyond

The holiday season, which is just around the corner, is a great time to derail your budget. However, there are plenty of mobile apps that can help you manage your budget and still save money since they are always with you. Here are a few to help you stay within your budget this year. Mint […]

Open Enrollment For Health Insurance is Here!

  This year open enrollment is only six short weeks, from November 1 to December 15, so make sure that you begin the sign up process early.  As in the past, plans signed up for during open enrollment will take effect on January 1. And, as always, if you have questions give us call. We […]

It’s Medicare Open Enrollment Period: Are You Ready?

Now that it’s Medicare’s Annual Election Period (AEP) you can switch your Part D or Medicare Advantage plan. Also known as open enrollment, it happens every year from October 15 to December 7, for a plan taking effect January 1. During Medicare Open Enrollment 2018 you cannot do the following: Join Part B, unless you […]

Four things to know about Medicare Open Enrollment

Medicare’s Annual Election Period (AEP), also known as open enrollment, happens every year from October 15 to December 7. Here are four things to consider about this Annual Election Period. After you read this give us a call with your questions. 1) Medicare Open Enrollment is for Switching Plans Medicare Annual Election Period Open Enrollment […]

It’s Time to Take a Walk!

Instead of being a nation of people that sit around, the U.S. Surgeon General, Dr. Vivek Murthy, wants Americans to get out and walk. Why walking? Fewer than half of all U.S. adults get enough physical activity to reduce their risk of chronic disease. Physical inactivity contributes to heart and lung disease, diabetes and cancer, […]

September is Life Insurance Awareness Month

September is Life Insurance Awareness Month, the perfect time to learn about the importance of safeguarding your loved ones’ financial futures. No one likes to think about “what if.” What if something happens to you? What if something happens to your spouse or parents? You need to consider how your family would do financially if, […]

Protect Yourself From Health Insurance Fraud and Scams

As you already know, it’s imperative that you protect your credit card and Social Security number. However, it’s also important that you are equally careful about sharing your private health data. Your best protection against health insurance fraud and scams is being informed. Here are a few things to consider to protect yourself and your […]