When Can You Delay Taking Medicare?

by | Dec 13, 2016 | Uncategorized

While you are eligible to apply for Medicare when you are 65, there are circumstances where you might not want to, particularly if you are working full time for a larger employer or contributing to a health savings account. However, there can be penalties if you...

Protect Mom and Dad’s Money

by | Dec 6, 2016 | Uncategorized

[vc_row][vc_column][vc_custom_heading text=”Protect Mom and Dad’s Money” use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] We wanted to share the video below to show that elder financial abuse is on the rise....

Happy Thanksgiving

by | Nov 23, 2016 | Uncategorized

[vc_row][vc_column][vc_custom_heading text=”Happy Thanksgiving” use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] Thank you for trusting us to help your family create a Plan and protect that for which you have...