Life insurance is one of the most important financial tools available to help protect the people you care about. While many people are familiar with term life insurance, permanent life insurance options such as whole life and universal life insurance…
Is Your Home Ready for Summer Storm Season?
Summer brings sunshine, vacations, and time spent outdoors, but it can also bring strong storms, heavy rain, hail, high winds, and unexpected damage. While no one can control the weather, a little preparation can help protect your home and make…
IRS Announces 2027 HSA, HDHP and HRA Limits
If your organization offers a High-Deductible Health Plan (HDHP) paired with a Health Savings Account (HSA), it’s time to start planning for 2027. The IRS has released the inflation-adjusted contribution and plan limits for Health Savings Accounts (HSAs), High-Deductible Health…
Road Trip Ready: Auto Coverage Tips Before You Go
Summer is road trip season. Whether you are heading north for the weekend, visiting family, or taking a cross-country adventure, a little preparation before you leave can help make the trip smoother. Before packing the car and hitting the road,…
Long-Term Care Planning: Protecting Your Future and Your Family
Long-term care is one of the most overlooked risks in financial planning. Many people assume it will not affect them. Many are wrong. Long-term care includes services that help with daily activities such as: Bathing Dressing Eating Mobility These services…
