Planning matters

Making the Most of Your Employee Benefits

Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?

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Keep Your Beneficiary Designations Current

Life is always changing. Major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to date.

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Long-term Care Insurance: You Have Options!

Big news! Insurance providers being innovative! And sometimes that is just what we need to adapt an existing ‘good’ product to a ‘great’ new product to better fit our life.

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