Health Care Quick Reference Guide
There are lots of questions when it comes to Medicare. The attached guide can be a useful tool when navigating all the complexities. Download here Quick Reference
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Coming up in October – Cybersecurity Awareness
Coming up in October – Cybersecurity Awareness Cybersecurity Awareness Month is an annual campaign held every October to raise awareness about the importance of cybersecurity and encourage everyone to take proactive steps in safeguarding their digital lives. With cyber threats on the rise, from data breaches to phishing attacks, the need to protect personal…
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Health Care Planning in Retirement
It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with average Medicare premiums and out-of-pocket expenses could find that they…
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10 Tips for Maximizing Financial Aid
College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then contact the school directly to further negotiate a financial aid package. Download the attached for tips Download here
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Get Creative as You Gear Up for College
A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data are sobering. The average cost of college is $38,270 per student per year, according to Education Data Initiative, a team of researchers that collects data and…
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11 Financial Tips to Make Caregiving Easier
Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control. Download the attached for tips. Download Here
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Caregiving-Elder Care and You
Limitations in cognitive and physical health are the primary reasons why older adults need help with their daily activities. As we age, we can’t rule out the possibility that we may develop an impairment affecting our independence. According to The National Institutes of Health, which is a part of the U.S. Department of Health and…
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Summer 2024 Key Planning and Investment Deadlines
Summer has arrived. And with that, several important dates are right around the corner. Make sure to make note of all the upcoming deadlines. Download- Summer Key Dates
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Independent Property and Casualty Partnership- Part 3
With our new partnership with Independent Property and Casualty Group (IPCG), it’s simple to get a quote and place a policy. IPCG is nationally recognized by Allstate, Travelers, Nationwide, Progressive, and more – so you can rest easy knowing you’re in good hands. Contact us today to learn more about the benefits property and casualty…
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