Understanding How Healthshare Programs Work
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
The Ins and Outs of Extended Care Insurance
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
Does It Make Sense to Self-Insure?
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
Charitable Giving Strategies
Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.
Medicare Open Enrollment
If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.
GAUGING THE ECONOMY WITH “SMART TOOLS”
We live in a world of smart phones, smart cars, and smart televisions. So it may come as no surprise to hear that smart economics are trending, too.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
THE VERSATILITY OF LIFE INSURANCE
Life insurance is a versatile financial tool that can play a critical role in a family’s overall financial strategy. However, too often, it’s overlooked and seen as a tool that can play only a more limited role
Medicaid And Nursing Home Care
As you enter your 60s and 70s, health may become more of an issue than it once was, and your thoughts may turn to the future. Who will take care of you when you can no longer care for yourself? If you must enter a nursing home, how will you pay for it? By learning as much as you can about Medicaid right now and planning appropriately, you may be able to resolve these issues and create a more secure future.
Protecting Your Loved Ones With Life Insurance
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a great need for life insurance. However, as you take on more responsibilities and your family grows, your need for life insurance increases.
