Insurance – Preserve and Protect
Guest Blog – Home Care Assistance v. Assisted Living: Which is Better?
Home Care Assistance v. Assisted Living: Which is Better? By Pam Foti, Co-Owner and Elder Care Advocate at VESTA SENIOR NETWORK. “Hi, my name is Jane. The social worker at…
Read MoreManaging financial risk in your personal life
Click to see full article: The Bottom Line | 2020 Edition | Brian J. Ellenbecker, CFP, EA, CPWA, CIMA, CLTC
Read MoreTime to Review Your Personal Insurance Program?
Time to Review Your Personal Insurance Program? An Interview with Brandy Enger, Director of Personal Lines at Vizance VIZANCE is a privately-held independent insurance agency offering a broad portfolio…
Read MoreMake Timely Tax Payments to Avoid Penalties
Tax Payment Planning – Making Timely Payments Will Avoid Penalties As we move towards the next tax filing season, it’s important to consider what your plan will be for ensuring…
Read MoreMarket Update + Interest Rates + Mortgage Rates + Corona Virus
The stock market is down more than 5% this morning and more than 15% in the last 30 days. Let’s review a few important items. Market Update: From our experience,…
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