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Medicare 101: Important Tips

As one approaches retirement age, understanding the ins and outs of healthcare coverage becomes increasingly important. Medicare, a federal health insurance program for individuals aged 65 and older, plays a crucial role in providing access to affordable healthcare. Choosing Between Original Medicare and Medicare Advantage: Consider your healthcare needs, budget, and preferred providers when deciding […]

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Tax Planning and Wealth Preservation

Tax planning and wealth preservation are critical aspects of managing the financial affairs of high net worth individuals (HNWIs). Proper tax planning can help minimize tax liabilities and protect accumulated wealth. Here are some insights into legal and strategic methods to achieve these objectives: Tax-Efficient Investment Strategies: Invest in tax-efficient assets like tax-free municipal bonds […]

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Christmas Light Safety Do’s and Don’t

Strands of sparkling holiday lighting make your home feel merry and bright, especially on a gloomy December day. However, if installed incorrectly, they have the potential to damage your home or electrical system. Before you grab your ladder and boxes of lights, review our list of do’s and don’ts for hanging holiday lighting strands safely. […]

review your coverage blog

Adapting to Changing Times: Why Reviewing Your Coverage Limits is Crucial

The world around us is rapidly changing and that means your insurance coverage should do the same. Life and circumstances change and you want to ensure your insurance keeps you covered through those changes. Reviewing your coverage limits periodically ensures that you have the appropriate protection in place.  Keep Up with New Risks While the […]

Pet blog

Pet Insurance

Our pets get sick just like we do & veterinarian bills can be costly. Pet Insurance allows you the benefit of getting reimbursed for those expenses. We are now offering coverage for your fur kids through Prudent Pet! They give you the ability to pick a price point that works best with your finances. These […]

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11 Ways to Keep Your Identity Safe This Tax Season

What Cybercriminals Don’t Want You to Know Thieves are working extra hard this tax season to steal your information and gain access to your money. These cybercriminals use email and phone scams to trick taxpayers into revealing valuable information. In a tax tip article, “Don’t take the bait”, the Internal Revenue Service (IRS) says, “The […]