What kind of changes can we expect to our healthcare system if this new law is passed by the Senate?
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. [...]
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.
Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
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.
An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.
Medicare is great insurance, it just has a few holes and gaps.
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.
Whenever I meet with new clients, we have an Estate Strategy Session to really dig into their goals and wishes. After we get a good list of priorities, I’ll go through “The Big Four” questions that all of my estate planning clients need to answer to get their plan moving in the right direction. The [...]