Blog

You can save your loved ones a lot of time, heartache, and expense by naming contingent beneficiaries.

This fall, you may notice our office recording calls for the first time and providing a new disclaimer at the beginning of phone calls. These changes directly result from new compliance rules released by the Centers for Medicare & Medicaid Services (CMS). Here's what to expect!

Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?

Technically, you can sign up for Medicare plans by yourself. But is that really the best way to go about Medicare plan enrollment?

If you pay a higher Medicare premium because of your high income, there is a way to potentially lower it. You can request a reduction to your income-related monthly adjustment amount in 3 easy steps.