Financial Blog Posts

As we age, many of us will experience some degree of hearing loss and as a result, may require the assistance of hearing aids. Many are unaware of the high cost of hearing aids, so it’s important to know how hearing aids are covered under your Medicare... Read more

By now you probably know that a client’s life insurance policy can be sold for cash, and that investor groups buy these policies for their portfolio return and diversification.  And, you may know, that all different types of policies can be sold, ... Read more

Tax planning should be a priority year-round, but many of us scramble at year-end.  This year includes unique tax planning opportunities afforded by the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act), especially if you are tempo... Read more

Once you have enrolled in Medicare, you have two main time frames during which you can change your Medicare coverage: during the Medicare Annual Enrollment Period (AEP) that runs from October 15 through December 7, and during the Medicare Advan... Read more

Here’s a look about what happens when two common financial arrangements intersect. I received a call from a fiduciary the other day inquiring about selling a life insurance policy in an irrevocable life insurance trust (ILIT). This question come... Read more