In the News: Hybrid Long-Term Care Insurance Policies have Changed the Insurance Landscape
In today’s Marietta Daily Journal, Bil Lako, CFP®, talks hybrid long-term care insurance policies and how they may be useful for certain investors.
Hybrid Long-Term Care Insurance Policies Have Changed the Insurance Landscape
This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.
Navigating group health coverage options
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the may options of group health care coverage. Recent graduates who are accepting jobs might think that they’ve got an easy ride since their new employer offers a group health plan. Truth is, navigating the options in group health plans can be complicated.
Planning Priorities: HSAs—Triple the Benefit, Triple the Fun
Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.
Navigating Group Health Coverage Options
Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
Not-Being-Insured Penalty Eliminated
The Affordable Care Act imposed a “share-responsibility payment” on taxpayers who did not sign up for minimum essential health coverage. This is eliminated in 2019. Read all about it in this week’s Tax Tip.
In the News: The Need for Life Insurance is as Unique as Your Financial Plan
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing. Read the Article
The Need for Life Insurance Is as Unique as Your Financial Plan
Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.
I’m starting a new job. Which is better, an HMO or a PPO?
Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.
Personal Casualty Losses Axed by the New Tax Law
For tax years 2018 through 2025, the Tax Cuts and Jobs Act has suspended the itemized deduction for personal casualty and theft losses—but there is an exception. We explain in this week’s Insurance Tip.