by lportee53 | Mar 4, 2026 | Articles
Despite a strong stock market performance in 2023, Americans seem to have had enough of market volatility. Instead, they have been increasingly turning to a traditional source of safety and security: Annuities. 2022 was a record year for annuity sales — and 2023...
by lportee53 | Dec 11, 2025 | Articles
The risk of becoming too sick or injured to work, before retirement age, is much more prevalent than death. How would a business partner handle maintaining their business interests if they became physically or mentally handicapped? The partnership is one of the three...
by lportee53 | Nov 26, 2025 | Articles
Under current law, federal estate tax applies to all individual estates worth at least $5.6 million. But, because assets transfer tax-free to the surviving spouse upon the death of a husband or wife, a married couple can shield up to $11.2 million from the...
by lportee53 | Nov 21, 2025 | Articles
Every September, Medicare Advantage enrollees receive the Annual Notice of Change that highlights all of the changes that your insurance carrier has made to your plan, including to hospital or doctor networks and other important variables. Sometimes it will list the...
by lportee53 | Nov 5, 2025 | Articles
Health professionals encourage home care for recovery when it is possible and won’t put the patient’s life in danger. Insurance companies may encourage it as well to prevent unnecessary expenses that drive up the cost of insurance for everyone. These...
