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Medicare Open Enrollment: What You Need to Know

Medicare Open Enrollment beings on October 15th, 2021. There are new changes to Medicare for 2022 that may impact your coverage and services in addition to regular Medicare coverage for Americans who are ages 65 and older, and younger people with disabilities. First, let’s review Medicare and what’s new for …

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Medicare and your health

What You Need to Know About Medicare

Since July is Medicare’s birthday month, there’s no better time to discuss what Medicare is and how it may benefit you. At its core, Medicare is a federal health insurance program for Americans ages 65 and older and younger people with disabilities. Here are some questions and answers regarding Medicare: …

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Father holding child's hand.

Why is Life Insurance Important?

Investing in life insurance now is one of the best things you can do for your loved ones in the future. Not only is it an integral part of any financial plan, it offers peace of mind. Plus, with so many affordable options out there, it’s easy to find one …

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Older man and woman picking flowers in a field.

What is Overfunded Life Insurance?

When it comes to overfunded life insurance, there are a lot of questions people have. A few that come to mind may include: Can you overfund life insurance? Is it in your best interest to do so, and what does that mean for your taxes? What are the pros and …

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Financial Assessment

Assessing risk shouldn’t be scary

Risk comes in many shapes and sizes. It is important to understand each of them as well as possible so that you can avoid negative results and feelings. For example, selecting investments outside of the risk you can emotionally tolerate can lead to stress and poor investment decisions; not properly assessing the risk that a fixed asset presents could mean inadvertently hurting your savings’ potential for growth and can impact your access to the funds when you need them. Worst of all, not realizing the inherent risks in the investments you choose completely removes your ability to hedge against them.

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