Life Insurance Living Benefits
Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.
IRS Releases 2023 Key Numbers for Health Savings Accounts
The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).
Preparing for a Natural Disaster
A severe storm or other catastrophic event often strikes with little warning, can result in costly damage to your home, and puts your family’s safety at risk. Being prepared may help you make it through a natural disaster safely.
Paying for Care with Your Long-Term Care Insurance Policy
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
The Triple Tax Benefit of Health Savings Accounts
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
Medicare and Medicaid: What’s the Difference?
Medicare and Medicaid were signed into law in 1965 to help provide health care to older individuals and those with financial need. Do you know the difference? We explain!
Why Women Need Life Insurance
Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased.
If You Drive but Don’t Own a Car, Consider Non-Owner Insurance
Non-owner insurance is a type of liability insurance that provides coverage when you’re driving a car that isn’t yours—perfect for those who Uber everywhere!
10 Tax-Saving Strategies to Consider Before Year-End
With the end of the tax year just around the corner, tax-savvy individuals need to take some time from their busy schedules to review the tax planning steps they’ve already taken and see what else they need to do.
Our Three Cents — Insurance in Exit Planning
Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk […]