retirement and life insurance

Are you prepared?

           We meet with many clients and prospective clients to discuss their life insurance needs. One common thread is the lack of any estate planning.  Most people equate estate planning with the wealthy. Yes, the wealthy need estate planning but don’t be fooled, so do the rest of us.  What is Estate […]

Are you prepared? Read More »

Do you know how to get your annual Social Security Statement?

  Many clients have asked me this question:  “In the past I received my Social Security statement by mail near my birthday. I have not received one recently, what happened?” The U.S. Social Security Administration no longer mails the statements.  You can still get your statement annually by creating an online account on “My Social

Do you know how to get your annual Social Security Statement? Read More »

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