Tax Prep and Year End Wrap Up Tips

With the holidays almost upon us, it’s time to consider the ultimate gift, that is, preparing for your early 2017 tax meeting.  We thought we’d touch on some basic best practices before you call us to schedule your tax appointment. Here’s five quick tips and thoughts for year-end tax ideas: Investment Gains and Losses: If you’ve…

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What To Look For In Health Insurance

Traditionally, the company you worked for provided high quality Health Insurance at a very affordable price.  It was one of the Employee Benefits you received for working there.  Fast forward to today’s world and finding quality health insurance has become a difficult task. Pre-existing conditions are now required to be accepted in all health insurance…

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What To Look For In Your Home Policy

To some, homeowner’s insurance is complicated and to others, it’s just plain dull. Let’s cut through it all and look at how to avoid any coverage gaps. First of all, when your homeowner’s policy renews they will send you a Declaration Page that highlights all your coverages. This will provide deductibles for Wind & Hail…

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