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We officially tied the knot, wedded, took the plunge, got hitched, became man and wife, GOT…MARRIED! With the cost of a wedding in mind, we originally proposed having an intimate courthouse wedding and we thought we were being very realistic and responsible for making that decision. The average cost of a wedding in Orange County, […]

ESTATE & GIVING   Review key market dates and timely financial planning tasks.  Market Closures Nov. 23: Thanksgiving Day Dec. 25: Christmas Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Oct. 1: Last day to establish a SIMPLE IRA plan or a […]

RETIREMENT & LONGEVITY   With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season is upon us. Between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, […]

FAMILY & LIFESTYLE   Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving your documents If a fire, hurricane or other natural disaster […]