Life rarely stays the same for long. A new home, a growing family, a new driver, or even a home renovation can all affect your insurance needs. While these milestones are exciting, they also serve as a reminder to review…
Sending a Student to College? Don’t Forget About Insurance
Sending a child off to college is an exciting milestone. Between packing boxes, buying supplies, and preparing for move-in day, insurance is probably one of the last things on your mind. However, a few simple conversations now can help protect…
Whole Life vs. Universal Life Insurance: Understanding Your Permanent Coverage Options
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…
Travel Insurance: When Does It Make Sense?
Summer travel season is here. Whether you are planning a weekend getaway, a family vacation, or the trip you have been looking forward to all year, preparing before departure can help you travel with greater confidence. One question many travelers…
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…