Social Security and how you can maximize your retirement income is not just a hot topic for those planning for retirement; it’s a critical area in which knowledge is power.
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Many people think life insurance is only for young couples. While a life insurance policy is an important vehicle to help protect a young family’s financial future should one parent pass away, that’s not the only time in life when financial protection matters.
While Congress ruled against overturning the Patient Protection and Affordable Care Act (ACA) in 2017, the future of the law and its policies is still uncertain.
Some of us spend countless hours in physician waiting and exam rooms expecting the medical profession to cure all that ails us.
Unlike Social Security, the age for Medicare eligibility is the same for everyone: 65 years old, no matter what year you were born.
Insurance usually is for big-ticket expenses that could adversely impact your finances.
We need different types of insurance policies for different phases of our lives, for different amounts, for different reasons. If you haven’t taken stock of your current coverages by the time you hit middle age, it may be time for a midlife audit.
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Creating your plan
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Helping to keep you on track
Our advisor is with you every step of the way, advising and adjusting the plan as needed.