Are Pet Insurance Policies A Good Investment?

Are Pet Insurance Policies A Good Investment?

We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]

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Are Pet Insurance Policies A Good Investment?

Irene Giman Impact 100 Member Spotlight

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Irene Giman Impact 100 Member Spotlight
Proposed Tax Changes

Proposed Tax Changes

As you may know, the House Ways and Means Committee released a draft of major tax legislation on September 13th. While it significantly scales back increases in previous proposals, it does add new ones. The provisions will most likely change before the final bill passes, however we are providing a quick summary of key points […]

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Proposed Tax Changes
Where to Begin When Saving for Your Child or Grandchild’s Education

Where to Begin When Saving for Your Child or Grandchild’s Education

As financial planners when one of us announces they’re expecting a baby congratulations are often followed by, “so when are you opening a 529 educational savings account?” College education is a big decision that we all have different takes on. Some people want to fully cover costs for their children, while others envision for it […]

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Where to Begin When Saving for Your Child or Grandchild’s Education
Health Insurance Coverage for Young Adults

Health Insurance Coverage for Young Adults

Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]

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Health Insurance Coverage for Young Adults

Clarification on 2020 IRA RMD Changes

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Clarification on 2020 IRA RMD Changes

Important Tax Update

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Important Tax Update

CARES Act Provisions

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CARES Act Provisions

Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording

Market Update Town Hall Webinar Recording

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Market Update Town Hall Webinar Recording