By Category Announcements Children and Money Community and Awards Company Benefits Estate Planning Family Needs Financial Planning Insurance Planning Investments Other Tax Planning Introduction to MedicareIf you’re over 65, chances are you’re familiar with Medicare. Some 50 million people are enrolled in Medicare today. ButRead more. Protecting Your Income with Disability InsuranceFor most people, current income is the foundation of their financial plan. So it’s important to make sure your incomeRead more. Retiring Early? Don’t Forget Health InsuranceIf you’re planning to retire early, remember to include health insurance in your financial plan. Medicare eligibility begins at ageRead more. Protecting Your Assets from Losses and LiabilityInsurance agents often recommend insuring at higher upper limits, while also choosing a higher deductible. That means you will payRead more. Should You Consider Long-term Care Insurance?As we get older, the odds increase that we will need long-term care services at some point. The costs areRead more. Protecting Loved Ones with Life InsuranceLife insurance can help provide for your spouse and your children if you were to pass away unexpectedly. Proper lifeRead more. Charitable Giving StrategiesWhy Do We Give? Charitable Intent Income Tax Deduction Reduce Capital Gains Tax Reduce Estate Tax Unlock Assets for CurrentRead more.