Estate Planning

Estate Planning

In the process of assisting families with their estate plans I have discovered some helpful tips that make the job a lot easier. In each case a primary goal was referred to that helped put all the small details neatly into place. Secondly, flexibility was essential to...
Shielding Your Health

Shielding Your Health

As I close in on selling my 1,000 Medicare client, I wanted to take a moment to reflect on what I feel are the trade offs between Medicare Supplements and Medicare Advantage plans. In my experience it come down to 4 distinctions: peace of mind, convenience,...
Tax Free Income

Tax Free Income

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