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Lock In Market Gains For Your Beneficiaries

January 20, 2021

The stock market is at all-time highs once again. Check out this chart of the S&P 500 Index over the past 8+ years. Do you have investments in stocks and/or stock funds that you expect to leave to beneficiaries? If so, it may make...

Medicare Insurance Planning

December 06, 2020

We did a recent interview with Medicare insurance expert Laurel Jolliff about important considerations regarding Medicare insurance coverage and the actions you should take each year to review it. If you haven't reviewed your Medicare...

Important Update About Investments The Past Few Weeks

April 04, 2020

Wow! No other word seems a more appropriate expression for what's happened to financial markets in the past six weeks. The S&P 500 stock index is currently down almost 27% from its high on February 19th. Small cap stocks in the U.S....

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