Jan 31, 2020 | Financial Planning, Protection Needs
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Mar 12, 2018 | Business Owners, Financial Planning, Life Insurance
Why Life Insurance Has to Be Part of Your Wealth-Building Plan The following excerpt is from entrepreneur.com from Mark J. Kohler and Randall A. Luebke’s book The Business Owner’s Guide to Financial Freedom. Every day, life insurance companies pay death benefits to...
Oct 23, 2017 | Disability Insurance
Check out the video below to find out more. Video provided by MassMututal DISCLOSURE Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products...
Feb 8, 2016 | Medicare/Long-term Care
How & When to Sign Up for Medicare Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some of us. If you are age 65 and eligible to receive Social Security benefits (or married to someone eligible to receive them), then you...