Adventures with Ewan
It is now year three that we have had the [...]
Give Your Trustee Room to Breathe
“Who do you trust to handle financial decisions for you [...]
Age of Inheritance
Over the years, many of my clients have had differing [...]
Durham Bulls Open 2018 Season as Champions
With April comes baseball season and Mr. Marsocci’s passion [...]
Medicare Open Enrollment Oct 15 – Dec 7. Stay Up-to-Date!
With fall fast approaching, Medicare Open Enrollment is coming next month. It can cost you not to stay up-to-date so we’ve laid out some important facts to keep you informed.
Our RX Angel chooses the BEST Medicare plan to work for YOU
This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???
Financial Planning Basics Book Is Out!
Jeff's latest book, Financial Planning Basics, has just been released [...]
Life Insurance — It’s Not Just for Dying Anymore
Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
Is it time for the LGBTQ community to get their houses in order?
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.
Medicare and Long-Term Care Reality Check
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.