Are you enrolled in a Medicare plan and want to change it? Not sure if you can enroll in a Health Insurance Marketplace plan through the Affordable Care Act for the first time? Wanting to change your health insurance coverage? This Flow chart can help you know if you can do it now. We made this flowchart to simplify Read more
Why Young Adults Should Tackle Estate Planning (and How to Do It) In your 20s and 30s, estate planning might not be among your top priorities. After all, if you have kids, are building your career, and/or already feel like you have more responsibilities than you can handle, it can be difficult to imagine adding one more thing to Read more
Are you enrolled in Obamacare (Affordable Care Act)? The ACA can be complex and there are an ocean of subsidies, deductions and math to wade through. We'll help explain some simple methods to properly plan your taxes under an Obamacare enrollment. Let's break this down into 3 Tiers: Open an IRA to reduce your subsidy repayment Reduce taxable income to increase available subsidies Planning your Read more
Working Today, Relaxing Tomorrow Now is the perfect time to start planning for your family's future. All of the actions you make today can create success down-the-road. Here's the best part - it doesn't have to be difficult! That's where we come in. You just need to answer some basic questions, set a baseline for where you're at today, and let us Read more