The original Boyer collection
Insurance, benefits and retirement writing from 2009–2016. Historical information is preserved as published, not presented as current advice.
I think the following article, by Cameron Huddleston, has some really good information for everyone regarding various aspects of financial planning. Please feel free to pass it on to others. 15 Mistakes Smart People Ma
Read articleWith presidential campaigns already underway and the stock market firmly in bear territory, a lot of conversations these days revolve around politics and the economy. Many people's 401K’s, and other non-qualified investm
Read articleAs many of you know, Scott, in our office, is an aspiring author, with two self-published books and several more on the way. Today, Scott was chosen as the featured author of the day by BookDaily.com . His article, entit
Read articleFive common life insurance mistakes, from relying only on coverage through work to never reviewing your policy, and how to avoid each one.
Read articleHere's an informative article by David E. Williams that dispels five common myths about the Affordable Care Act and Midsize Businesses: Five Myths about the Affordable Care Act and Midsize Businesses Many businesses are
Read articleHere's a meaningful article by Steven M. Greenwood that provides tips on how to help elders with money matters: Help Clients Assist Senior Parents with Money Matters As life expectancies increase, helping senior parents
Read articleHere's an interesting article by Tom Virkler: Credit Shelter Trusts - To "B" Or Not To "B" Let’s talk about federal estate taxes. Back in the old days the first spouse to die had to use the lifetime estate tax exemption
Read articleHere's an informative article by a friend, Steven M. Greenwood, about common mistakes in estate planning and how to avoid them. There are a lot of mistakes your clients can make in estate planning. A lot. Bad planning ca
Read articleSome people are hellbent on voiding their life coverage. Click below to see just a few of those people. Meet the 10 Worst Life Insurance Clients in the World Yikes! Don't try this at home.
Read articleLife changes such as marriage, children, a new home or retirement can affect your life insurance needs. Here is why a regular policy review matters.
Read articleDear Friends and Clients: As I'm sure you're aware the Affordable Care Act (ACA) has caused tremendous upheaval in the health insurance industry. Recently implemented changes in rates and benefits, not to mention network
Read articleThe following article from CPS Insurance clarifies the reasons that Long Term Care Insurance can be an important part of planning for the future and protecting your family. Long Term Care Insurance - Why Wait? Most peopl
Read articleWe thought this was funny. Hope you enjoy. Happy Friday! http://www.youtube.com/watch?v=Ap_0zEWY-fk
Read articleThe following article by Dick Reynolds of Great Plains Life and Annuity, presents a creative option for Estate Tax planning. You may find it interesting. There are a couple of consistent reasons why wealthy individuals o
Read articleHere is an article by Craig Blankenhorn that explains the new "Grandmothering" law. Governor Brown announced this week he signed CA SB 1446, the “Grandmothering” bill. SB 14465 moved rapidly and unopposed through both ho
Read articleSince some of our clients had questions about new rules on waiting periods, I thought this article by Susan Collins could be helpful for some of you out there. The waiting – or probationary – period is the period of time
Read articleEven I didn't know about this and found this article by Tom Virkler very informative. If you can’t pay your long-term care expenses, then you have a friend in Pennsylvania! Just ask John Pittas, who found out the hard wa
Read articleEffective May 1, 2014 Anthem Blue Cross announced that Cedar Sinai Medical Center has been added to both its Covered California and off-exchange network See the full press release here, as posted on their website . Anth
Read articleFound this note on Affordable Care Act at Work by Henry A. Waxman interesting. Earlier this month, the U.S. Department of Health and Human Services (HHS) released a report showing that among those signing up through the
Read articleHere's a fantastic article on five common health insurance mistakes people make by Geoff Williams , as first posted here . If you, or someone you know, is concerned about any of these mistakes, call our office. We're her
Read articleWhat matters most to you? For most people it is making sure their family is taken care of. A look at how life insurance fits your priorities.
Read articleThe following is an informative article about 'Employer Payment Plans' and the taxable consequences to employers who choose to reimburse employees for individual health plans, rather than establishing an employer-sponsor
Read articleYour most important asset is not your home, your car, your jewelry or other possessions. It's your ability to earn a living. Think about it: All of your plans for the future-from buying a home, to putting your kids throu
Read articleLately, our office has been fielding a lot of calls about open enrollment for individual and family plans – how it works, when it expires, and when people can (and cannot) apply for coverage. The following is an excellen
Read articleHouse Health Care Reform Passes, But It’s Far From the Last Word from The Alan Katz Health Care Reform Blog by Alan History was made on November 7th when the House of Representatives passed HR 3962, the Affordable Health
Read articleHouse Health Care Reform Bill: Some Varied Perspectives from The Alan Katz Health Care Reform Blog by Alan One person’s socialism is another’s sellout. At least that’s the way it seems to go when it comes to health care
Read articleYour next step starts here
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