What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
To spend time with our families this holiday season, our office will be closed on Monday, December 24th & Tuesday December 25th. We will reopen and resume normal business hours on Wednesday December 26th @ 8:30 AM. We wish you and your...Read More
Director Of Client Relations & Marketing In this role, Jennifer will continue to nurture the personalized service we provide our existing clients, while taking full advantage of the popularity of social media and other marketing...Read More
Understanding 2016’s Higher Medicare Part B PremiumsOne-in-seven Medicare enrollees will pay higher Medicare Part B monthly premiums during 2016. Their premiums will be $121.80 each month, an increase of 16 percent. While...Read More