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Eat Well, Sleep Enough and Move to Stay Healthy

What is physical well-being? It means having good health and enough energy to do the things you need to do and want to do.  How do you maintain physical well-being in our busy lives? Here are a few suggestions. What You Eat Think about what you eat. If possible, try cooking meal yourself, which can […]

Four things to know about Medicare Open Enrollment

Medicare’s Annual Election Period (AEP), also known as open enrollment, happens every year from October 15 to December 7. Here are four things to consider about this Annual Election Period. After you read this give us a call with your questions. 1) Medicare Open Enrollment is for Switching Plans Medicare Annual Election Period Open Enrollment […]

Pick a Plan, then Find The Right Doctor

Picking a health insurance plan is only half the battle. Now you have to pick your primary care physician. You’ve picked out your health insurance plan, now take the next step and find a doctor.  If you’re enrolled in a Medicare health insurance plan or under 65 health insurance plan then you need to think […]

September is Life Insurance Awareness Month

Listen to race car driver Danica Patrick’s story and thoughts about protecting your family with life insurance. No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you can’t avoid. In the event of a tragedy, life insurance can help cover: Funeral costs Bills and ongoing living […]

Consider these five suggestions when shopping for Medicare Part D plans

As a Medicare beneficiary, you have a many decisions to make. Selecting the right prescription drug plan is one of the most important. If you make the right choice, you can save money and headache, while knowing you have access to the medications you need. Why we needed a Part D benefit Did you know that […]

Think You Need Life Insurance? Here are 10 Things to Consider

No one wants to take out the wrong type of life insurance policy, or pay too much for the right policy. Knowing that, here are 10 things to consider before finalizing a life insurance purchase. If someone turns you down for life insurance, look somewhere else—Companies look at different information and use a variety of […]

Is An Annuity Right For You?

When chosen carefully annuities can protect you against outliving your money and protect you against stock market volatility – features which are not available in traditional stock or mutual fund accounts. But, with his protection does come some restrictions and fees, which you must review before you consider an annuity purchase. Keep in mind that […]

If You’re Thinking of Buying a Smartwatch Consider the Following Tips

Now that most of us have smartphones, the next must-have gadget is the smartwatch. Here are eight suggestions to help you decide which smartwatch is right for you. Compatibility with your smartphone – Since most smartwatches are designed to serve as companions to your smartphone, device-compatibility is very important. Of course, the Apple Watch only […]

Choosing the Right Medicare Plan for You

From traditional Medicare to Medicare Advantage plans to Medigap policies, you have plenty of options As you approach 65, you face an important milestone: You will become eligible for Medicare. Keep in mind, it’s important to understand the ins and outs of Medicare before you sign up. Making the wrong choices can lead to the […]

Keeping peace on a family vacation

It’s that time of year again…summer vacation. These are days when families go somewhere new, eat new foods and do new things. That is also the perfect storm for a meltdown or hurt feelings. Here are a few tips to help keep the peace during a family vacation Before you and your partner start planning, […]

Do You Have the Right Disability Insurance?

Disability insurance is critical to making sure you’re covered in case an accident or serious illness keeps you from working for an extended time.  But, do you have enough of the right coverage and is it enough? Depending on your income and how your policy is written, standard disability insurance can leave coverage gaps that […]

10 suggestions to get 30 minutes of exercise every day

  If you’re struggling to figure out how to make exercise happen for you, check out these 10 suggestions for getting in a half-hour of exercise each day: Use the stairs at work (or home)  Whether you have just one flight of stairs or you can take advantage of the fact that your office is […]

How much life insurance should you have?

Having the right amount of coverage is key to a solid financial plan for some people. Why did I say just for some people?  Let’s take a look at your insurance needs and how much you may need. If you die prematurely, life insurance is in place to take care of your financial responsibilities. Your […]

Estate Planning Checklist for the “Just in Case”

We all think about estate planning at some time or another. But, how many of us actually follow through and then update our estate plans. Unfortunately, too many of us have incomplete or out-of-date estate plans and, as a result, some of the most important questions go unanswered. Estate planning is critical to ensuring that […]

It’s That Time of Year Again! Are You Ready to File Your Taxes?

Congratulations, this year you have until April 18 to file your taxes! That’s because Emancipation Day, a holiday observed in the District of Columbia,  falls on Friday, April 15 this year. By law, D.C. holidays impact tax deadlines in the same way that federal holidays do. However, no matter the date you will still need […]