What You Need to Know About COBRA and Medicare COBRA and Medicare do not always work well together. Are you unknowingly putting your Medicare coverage at risk? Let us...
Leverage Your Money With Premium-Financed Life Insurance! What Is Premium-Financed Life Insurance? It is borrowing money from a bank to pay the premiums for a very large Life insurance...
AEP is the Medicare Annual Election Period that occurs from October 15th to December 7th when current enrollees in a Medicare Advantage Plan or stand-alone Prescription Drug Plan can...
Why Life Insurance? Are you a small business owner or a co-owner/officer of a small business? If you are, you have a need to protect your current business and...
Medicare is constantly changing. We have seen many changes to Medicare in the past 12 months to deal with the Covid-19 pandemic such as hospitalization protocols, use of ventilators,...
Dear Clients, Long Term Care insurance is a Godsend. My wife, Caroline, and I both helped our mothers find long term care facilities in the past two months. Neither...
The historical paradigm says to put your money in a tax-qualified plan like a 401(K), IRA, SEP, get a tax deduction, and let your money grow tax-deferred so that...
“New” College 529 savings plan, BAD idea! Don’t get sucked into doing a College 529 savings plan. These plans are very restrictive on how the money must be spent,...
funding your 401K, your SEP, your IRA and your brokerage accounts and pay your tax bill now. Current tax rates are at their lowest we have seen in years....
NOTICE! Regarding: Novel Coronavirus Disease (COVID-19) The current state-wide outbreak of this contagious disease in Minnesota and across the nation and the world has affected the lives of...
