Family

  Open Enrollment & the Annual Election Period Open Enrollment for individuals under Medicare Age (65) ends December 15th. In order to help you prepare for Open enrollment for 2019 we encourage you to ask yourself these questions: How do I qualify for a marketplace subsidy or tax credit? Why do I need Health Insurance? […]

“Tis impossible to be sure of any thing but Death and Taxes,” wrote Christopher Bullock in his 1716 book, The Cobler of Preston. Putting your estate in order will ensure your assets go to your appointed heirs as opposed to the government. Immediately following the death of a loved one, emotions generally run high, which […]

Establishing a national health insurance plan for senior Americans has followed a sometimes wayward path through U.S. history. President Teddy Roosevelt first began discussing the idea of implementing a system of health insurance in the United States more than a century ago. President Harry Truman called for developing a health insurance fund in 1945. President […]

It’s an obvious truth: Retirement changes your life. You are no longer obligated to fulfill the duties of regular employment. Other changes reveal themselves in more subtle ways, both positive and negative. You are more prone to experience health challenges. You have more free time to develop your hobbies, to do more (or less) household […]

Open Enrollment & the Annual Election Period Open Enrollment for individuals under Medicare Age (65) starts November 1st and runs through December 15th. In order to help you prepare for Open enrollment for 2019 we encourage you to ask yourself these questions: How do I qualify for a marketplace subsidy or tax credit? Why do I […]

In the latter half of the 19th century, women entrepreneurs often ran peripheral, service-related businesses: taverns, alehouses, retail shops, hotels, even brothels.[1] It was a man’s world, and women without husbands often found themselves looking for innovative ways to support themselves. At the dawn of the 20th century, the socioeconomic climate began to change. New […]

More than a quarter of Americans have some type of disability.[i] A disability is defined by the Centers for Disease Control and Prevention as “any condition of the body or mind (impairment) that makes it difficult for the person with the condition to do certain activities (activity limitation) and interact with the world around them […]

You know why you should get life insurance. To protect your family. To leave an inheritance. To pay off debts and other expenses. To create more financial stability. To have more peace of mind. But is there ever a time when you should reconsider your insurance coverage or change your policy? Experts suggest policyholders review […]

You may have dealt with money for more than half a century. You understand hard work, following a budget, saving money, and spending wisely. You possess a wealth of financial wisdom—at least in comparison to your grandchildren. As a grandparent, you can provide your grandchildren with sound, sage advice. Will they accept and heed it? […]

That big tax return may have allowed you to pay bills, build your savings, or buy something you’ve wanted for some time. With passage of the Tax Cuts and Jobs Act in late 2017, the tax code changed, making potentially for an even rosier tax picture for some at the end of this year. However, […]

  Open Enrollment for individuals under Medicare Age (65) starts November 1st and runs through December 15th. In order to help you prepare for Open enrollment for 2019 we encourage you to ask yourself these questions: How do I qualify for a marketplace subsidy or tax credit? Why do I need Health Insurance? Do I need […]

Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to make sure your family is taken care of after you’re gone. Life insurance helps provide you and your family with peace of mind for your future needs. Insurance payouts may […]

Annual Election Period for Medicare Starts October 15th Do you feel you need to make a change to your current Medicare coverage? The annual election period is an annual time for plan changes runs from October 15th – December 7th. In order to help you prepare for Open enrollment for 2019 we want to provide […]

Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to address the concerns of your loved ones in the event of your death, you may want to ensure their financial welfare is secure. You may want to provide a legacy of sorts […]

Communication is the process through which we transfer information to each other. Although modern forms of communication have increased (emails, texts, letters, social media), connecting with each other is still at the foundation of our humanity. We just have to talk. Family communication, in particular, melds us together in profound and lasting ways. Without it, […]