Mar 12, 2024 How March Madness Is Like Investing Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing. Read More
Dec 11, 2023 If Santa Fell Off the Roof, Would Your Insurance Cover It? Here's How Your Insurance Company Would Handle These Christmas Movie Mishaps The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life. Read More
Dec 8, 2023 Tax Planning - Important Numbers It is important to look at tax planning strategies over the coming years, not just year to year, as it may not always make sense to pay the lowest tax possible now. Read More
Oct 26, 2023 Open Enrollment Begins November 1st. Consider These 4 Tips for Choosing a Health Insurance Plan Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage. Read More
Oct 11, 2023 Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me? Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time. Read More
Sep 8, 2023 Understanding Social Security Benefit Taxation This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability. Read More