Financial Advice During a Health Crisis

Financial Advice in Health Crisis

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It is one of the days you may fear most – you have a serious health event for the first time. This can be challenging for even the best prepared individuals. On top of the health event itself, it can be very emotional for you, your…

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Andrea’s Tip of the Month June 2021

AB Tip June 2021

Termination Risk for your Long-Term Care Policy! If you have long-term care insurance, it’s likely you pay your premium on an annual basis after your insurance company sends you a bill.  The danger is that bills can get lost in the mail or misplaced in your home.  If the required premium for your LTC insurance…

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Generational Wealth Planning

By Kevin Reardon CFP® Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP) entails planning that goes beyond ourselves, with the intention of positively influencing our next generations. This influence involves more than just…

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Time to Review Your Personal Insurance Program?

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 of insurance and risk management solutions for individuals and businesses. Since their founding in 1978, they have seen significant growth, particularly in the personal insurance…

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