Medicare & Healthcare
Medicare@Work: Conquering the Medicare Maze
Just like getting lost in a corn maze can be strangely fun, Medicare doesn't have to be scary when you have the right guide.
Medicare & Healthcare
Medicare Moment: Moving? You May Need to Do Something
Many clients have moved throughout the year but never notified us, and their Medicare plans were never reviewed and adjusted to reflect their new area.
inheritance planning
Estate Planning Essentials: 5 More Crucial Points You Can't Ignore
Don't let outdated beneficiary designations or forgotten digital assets derail your inheritance planning. Here are five more essential points to get right.
Lifestyle & Mindset
Which Witch is Which? Witch Hazel Benefits for Seniors
Since October is Halloween month, let's talk about the magical benefits of Witch Hazel and why it was a staple on your mother's makeup dresser.
Lifestyle & Mindset
Why Am I Me? Spooked by Technology!
From IBM Selectric typewriters to smartphones, one advisor shares his journey adapting to tech changes and why it makes us who we are.
Lifestyle & Mindset
The Surprising Origins of October: Why the 10th Month Has an 8th Place Name
October comes from the Latin word for eight, but it's the tenth month. The mix-up happened when Romans added January and February to their original 10-month calendar.