Blog
Make the most of Medicare’s open enrollment period
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, […]
Have you prepared your personal documents for an emergency?
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 […]
How different types of insurance help manage risk
FAMILY & LIFESTYLE Find the right mix of coverage to live with confidence. Let’s face it: Life involves risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re […]
5 tips to avoid getting scammed at tax time
TAX PLANNING Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for. Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Increasingly sophisticated, even the savviest tax filer might […]