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Choosing the Best Medicare Prescription Drug Plan
This article addresses how you can decide which Medicare Prescription Drug Plan (PDP) is the best one for you. Read the rest
Life Insurance You Don’t Have to Die to Use
New life insurance features allow you to get benefits from your policy while you are living. At the same time they provide all the tax advantages of life insurance to your heirs and family. It’s a much better thing to do that keeping a pot of cash to cover possible long term care or critical illness expenses. Read the rest
Personal observations about retirement – the first of a multi-part series
Your retirement plan needs to change as you grow older, but you should have a plan at every stage of your career. Don’t make the mistake of saying, “I can wait until tomorrow to do that.” Read the rest
Everything we do with money can be put into only three simple categories. Read on to learn what they are and how they differ. Read the rest
Posted in Annuity, Investment, Savings
Tagged Annuities, Bay Area, Contra Costa, Lamorinda, Orinda, Retirement Planning, Savings
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The old expression, “Life is short,” requires perspective to understand. A teenager hearing this thinks you’re crazy; a middle-aged person thinks you’re spot on. The decisions we make — and when we make them — can create a domino effect that can either work for us or against us. Read the rest
Insuring your most valuable asset …YOU
Your most important asset is your ability to earn a living. How do you protect that? Disability insurance is probably the most essential form of insurance. Furthermore, it’s not as expensive as you might expect. Read the rest
Posted in Disability Insurance
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Make it a USA Holiday Season
Why spend money on cheaply produced goods from foreign factories when there are many, many alternatives. Read the rest
Posted in General
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Can You Afford to Grow Old?
The Bay Area can’t afford to grow old. Read why and what you can do about it. Read the rest
Posted in Long Term Care Insurance
Tagged Bay Area, Contra Costa, Lamorinda, Long Term Care, Orinda
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Estate Planning Changes Are Affecting Business Owners
The San Antonio Business Journal reports that imminent changes to U.S. Estate exemptions shoudl spur individuals to engage in estate planning now. Read the rest
Posted in Estate Planning
Tagged Bay Area, Contra Costa, Indexed Life Insurance, Lamorinda, Life Insurance, Retirement Planning
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Financial Implications of Retirement
Do you have a PLAN for retirement? Even if you think you’ll work beyond “normal” retirement age, you may not.
Consider scheduling a conversation with us to determine how to improve your plan. Read the rest
Posted in Retirement Planning
Tagged Bay Area, Contra Costa, Lamorinda, Orinda, Retirement Planning
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