April 2024

Pitfalls of Retiring After 65 That You Must Know About

One of the important topics we cover with our clients is Medicare enrollments for persons who are delaying their enrollment. In other words, they don’t enroll when they are qualified for Medicare as they turn 65. Consider this situation: I’ve been the owner of my business, or I’m an executive, or I’m just an employee […]

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New Moms and Dads: A Roadmap to Future Financial Security

One of the services we provide for many of our clients is a conversation on insurance as a way of providing future financial security. We’re talking to new moms and dads, young couples that are just starting their families, or families that are expanding. An Important List for New Parents I’m a seasoned veteran with

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Health Savings or Flexible Spending Accounts: How to Choose?

Today, I want to explain to you how to choose between health savings or flexible spending accounts. The most important thing to know is the main difference between these two accounts. A health savings account is an individually-owned account. That’s your money. Anything you put in there is your money. It goes with you when

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