When It’s Time to Drop Your Parents’ Health Insurance
Starting Out: New Grads and Young Professionals

When It’s Time to Drop Your Parents’ Health Insurance

Thanks to the Affordable Care Act, the uninsured rate for twenty-somethings has plummeted.
July 29, 2021
Other Uses for Life Insurance You May Not Know About
life insurance

Other Uses for Life Insurance You May Not Know About

There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care. …
July 21, 2021
Myth: Life Insurance is NOT Taxable
insurance

Myth: Life Insurance is NOT Taxable

The reality is that life insurance is treated as an asset in your estate. And if the payout pushes your estate past federal or state estate tax exclus…
July 12, 2021
Your Home Insurance Might Not Cover All You Think It Does
home insurance

Your Home Insurance Might Not Cover All You Think It Does

When they go to file a claim, many homeowners are shocked to find out their policy excludes the type of damage they suffered. Will you be out of luck …
July 9, 2021
Is Private Insurance the ‘New Kid on the Block’?
insurance

Is Private Insurance the ‘New Kid on the Block’?

For businesses worried about covering themselves for enterprise risks that are unexpected or even unthinkable, Private Insurance can offer some protec…
July 8, 2021
7 Things Medicare Doesn’t Cover
Healthy Living on a Budget

7 Things Medicare Doesn’t Cover

Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
June 30, 2021
11 Costly Medicare Mistakes You Should Avoid Making
Medicare

11 Costly Medicare Mistakes You Should Avoid Making

If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.
June 30, 2021
10 Things You Must Know About Retiring to Florida
Making Your Money Last

10 Things You Must Know About Retiring to Florida

Heading South has always been a key to your retirement plan. If Florida is part of the plan, we offer up a few tips to help you find your way.
June 29, 2021
Is It Time to Let Your Life Insurance Policy Lapse?
life insurance

Is It Time to Let Your Life Insurance Policy Lapse?

You’ve had your life insurance policy forever, and you’ve paid a lot in premiums over the years. If you let the policy lapse, you forfeit any benefits…
June 17, 2021
Can't Sleep at Night? Consider Getting Checked Out By a Doctor
health insurance

Can't Sleep at Night? Consider Getting Checked Out By a Doctor

Older adults are more likely to suffer from sleep disorders, such as insomnia and sleep apnea. Left untreated these conditions can have dire consequen…
May 26, 2021
Do You Need Life Insurance When You're Young?
Financial Planning

Do You Need Life Insurance When You're Young?

As millennials have families and take on financial obligations, we need life insurance to protect those we may leave behind.
May 24, 2021
You Can Keep Some Assets While Qualifying for Medicaid. Here's How
Long-Term Care Insurance

You Can Keep Some Assets While Qualifying for Medicaid. Here's How

There are some tools you can use to avoid spending down all of your assets, and potentially impoverishing a spouse, while still meeting the qualificat…
May 24, 2021
High-Deductible Health Plans: Don’t Let the Name Scare You Off
health insurance

High-Deductible Health Plans: Don’t Let the Name Scare You Off

Some people are biased against high-deductible health insurance plans — just because of the name. It’s unfortunate, because for most people an HDHP ca…
May 21, 2021
10 Best Financial Benefits for Military Families
savings

10 Best Financial Benefits for Military Families

Service members face a range of threats – from the lethal to the financial. A wide array of generous benefits and programs are meant to offset some of…
May 19, 2021
Is Your Home Insured Against Disaster? Better Check
Becoming a Homeowner

Is Your Home Insured Against Disaster? Better Check

Your insurance policy might leave you high and dry when things get wet (or hot, or shaky). We'll talk about making sure you're fully covered. Also, in…
May 18, 2021
Contributing to Your HSA Today Could Lower Your Tax Bill
Tax Breaks

Contributing to Your HSA Today Could Lower Your Tax Bill

If you haven't already contributed the full amount to your HSA for 2020, you have a few more hours to do so and potentially reduce your tax bill at th…
May 17, 2021
9 Tax Deadlines for May 17 (Today Isn't Just the Due Date for Your Tax Return)
tax deadline

9 Tax Deadlines for May 17 (Today Isn't Just the Due Date for Your Tax Return)

Between due dates for extension requests, IRA or HSA contributions, and other deadlines, there's more to do by today's tax deadline than just filing y…
May 17, 2021
HSA Contribution Limits for 2022 Are Out
health savings accounts

HSA Contribution Limits for 2022 Are Out

The IRS released the contribution limits, annual deductibles for health plans, and out-of-pocket expense limits for 2022 health savings accounts.
May 10, 2021
Annuities: How They Could Work for You
Financial Planning

Annuities: How They Could Work for You

No doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control in exchange for r…
May 6, 2021
Umbrella Insurance – Do I Need It?
insurance

Umbrella Insurance – Do I Need It?

You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s…
May 5, 2021
Stimulus Plan Has Health Insurance Benefits, Too
Coronavirus and Your Money

Stimulus Plan Has Health Insurance Benefits, Too

The plan’s health care provisions could deliver big savings for early retirees and laid-off workers.
April 29, 2021
Surprise Medical Bills Are Coming to an End
health insurance

Surprise Medical Bills Are Coming to an End

With the No Surprises Act taking effect in 2022, patients will no longer live in fear of receiving an unexpected and exorbitant medical bill for emerg…
April 27, 2021
7 Ways to Utilize Your Life Insurance Policy’s Cash Value
life insurance

7 Ways to Utilize Your Life Insurance Policy’s Cash Value

If you no longer need life insurance, don't just cancel the policy and cash out. Instead, consider one of these strategies to capitalize on its value …
April 23, 2021
Medical Expenses Retirees (and Others) Can Deduct on Their Taxes
tax deductions

Medical Expenses Retirees (and Others) Can Deduct on Their Taxes

The list of medical deductions is broad and includes items such as expenses for service animals and the cost of long-term care.
April 14, 2021
RV Insurance: Everything You Must Know
insurance

RV Insurance: Everything You Must Know

Selecting the right RV insurance is a big decision to protect your investment. Here's what you should know about the costs and different coverage type…
April 1, 2021
20 Ways to Save on Health Care
health insurance

20 Ways to Save on Health Care

From maximizing insurance benefits to shopping for discounts to funding tax-advantaged accounts, these tips will lower your costs no matter how you ge…
March 31, 2021