Financial Blog Posts

When it comes to estate planning, one tool can quietly work wonders to protect your loved ones and preserve your legacy. It’s not just about wills and trusts—there’s a way to provide your family with financial security, cover taxes, and even settle... Read more

The transition to Medicare is a wonderful opportunity to enjoy health care benefits when you are 65 and older, or have a disability or medical conditions that provide you with coverage when you are under the age of 65. To help you learn more ab... Read more

When I speak to insurance professionals, many think that a client needs to be seriously ill, or well into their 80’s or 90’s for a life settlement transaction to take place. As one recent broker said, “Lisa, buyers are only looking for clients ... Read more

Medicare provides coverage when you’re in the hospital or a skilled nursing facility, but what about when you need health care services while you are at home? There are many instances where Medicare beneficiaries don’t require hospital admittance or w... Read more

Getting immunized against serious diseases can reduce your chance of serious illness and helps limit community transmission. But you may be wondering if Medicare covers all the vaccines you need. In fact, “Does Medicare cover the shingles vaccine?” a... Read more