Guidance
Smart College Savings Strategies: The Basics

Smart College Savings Strategies: The Basics

As the cost of higher education continues to rise, saving for your child's college education becomes increasingly essential to ensure their future success and reduce the burden of student loans. Fortunately, there are tax-advantaged savings vehicles, such as 529...

When Utopia Is Absent

When Utopia Is Absent

When Utopia Is AbsentSpeaking of imperfect worlds…Whenever a person uses the words “In order to fix the healthcare system, all we have to do is…” it is probably a good idea to stop listening. OOPS, unfortunately, I didn’t follow my own guidance, so I am...

Jae’s Corner Exclusive Video

Medicare Guidance | Step 1

Here's How To Become Our Medicare Client Completing this step does NOT obligate you in any way. PLEASE be sure to include your email, we will contact you within 24 hours. The Annual Election Period begins on October 15 and ends on Deember 7. You can: Enroll in any...

Jae’s Corner Exclusive Video

Annual Election Period Begins Today [October 15]

Annual Election Period Begins Today [October 15]You can:Change among Part D plansEnroll in any Medicare Advantage plan. Remember that your old Medicare Advantage plan or Part D will be automatically cancelled.Apply for Medigap BUT it is important to get accepted...