17 05, 2017

Financial Planning Basics Book Is Out!

By | 2017-06-05T11:18:21+00:00 May 17th, 2017|Company News|0 Comments

Jeff's latest book, Financial Planning Basics, has just been released and is now available on Amazon.com. When asked why he decided to write about financial planning, Jeff first began by saying, "We have working relationships with some pretty great financial advisors and planners, and the last thing we want to do is second guess them. [...]

14 04, 2017

Annuity Funding: Individual Retirement Account Versus After Tax Dollars

By | 2017-05-20T16:43:18+00:00 April 14th, 2017|Care Assistance Center|0 Comments

A form of annuities has been around since Roman times. In the reign of emperors, investors made a single payment into an “annua” and received annual stipends for the rest of their life.

10 02, 2017

Is it time for the LGBTQ community to get their houses in order?

By | 2017-02-12T22:17:10+00:00 February 10th, 2017|Company News, GLBT General News|0 Comments

The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.

22 11, 2016

Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents

By | 2017-05-20T16:43:18+00:00 November 22nd, 2016|Company News, General Information, Legal Info, Questions & Answers|0 Comments

So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.