Broker Check


Tuesday, March 26, 2024

A quick question:  how long does it take you to look at an email after you receive it? Here are six of the most common red flags that can help you separate scams from the real thing, as well as what to do if you receive a fake text messages

Monday, January 1, 2024

Medicare Advantage Open Enrollment has started! It began January 1 and runs through March 31. What does this mean? Let’s look at the options you have:

Thursday, October 26, 2023

73% of retirees wish that they would have saved more on a consistent basis.Reflecting on their working years: 66% of retirees...

Monday, October 2, 2023

Term life insurance with Accelerated Living Benefits allows policyholders to access a portion of their life insurance death benefit while they are still alive, under certain circumstances. These benefits can provide significant advantages..

Monday, October 2, 2023

ROP term insurance is marketed as offering the return of your premiums paid. While this might sound appealing at first glance, it's important to consider the drawbacks that come with ROP term insurance before committing to this product.

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Monday, October 2, 2023

What seems to be gnawing most at near-retirees is a fear that the Social Security program is going to run out of money and stop making payments. Is this a legitimate concern? Should you take early Social Security?

Thursday, September 7, 2023

September is Life Insurance Awareness Month. This is an annual campaign designed to educate Americans about the importance of having life insurance protection and how it can help provide financial security for families.

Monday, August 21, 2023

Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions. But here's the latest info.

Thursday, August 3, 2023

Why "staying the course" in investing pays off in the long run

Wednesday, May 3, 2023

If you’re 65 or older, still working, and are covered by employer health insurance — yours or a spouse's — it can make sense to sign up for Medicare now. Enrollment might reduce your out-of-pocket costs.

Wednesday, May 3, 2023

Original Medicare lets you see any provider that accepts Medicare and generally provides more flexibility. At times, Medicare Advantage may be a better option if you can’t afford a Medicare Supplement Insurance plan. 

Wednesday, May 3, 2023

The PA House of Representatives are attempting to put through a mandatory Long-Term Care “tax” on all employees. Don’t be fooled. Although it may sound good, here are the potential pitfalls with this type of program.

Friday, March 17, 2023

Cybercriminals send phishing emails and texts hoping to draw in as many victims as possible and steal important details. The FTC has some great information on Four Signs That It’s a Scam and how to avoid being a victim. Let’s review them:

Thursday, March 16, 2023

Despite what others may say, why having a credit score IS important, and how it can affect your finances.

Friday, February 3, 2023

Congress recently passed a bunch of new rules that will impact how much you can save for retirement, make it easier to save in Roth accounts, and change when retirees must start taking withdrawals from traditional retirement accounts.

Friday, November 18, 2022

Many families lack a full understanding of what long-term care insurance is. Let's review.

Monday, October 24, 2022

The Internal Revenue Service announced it would raise the 401(k) contribution limit by 9.8 percent. The maximum IRA contribution for 2023 will rise $500, to $6,500, an 8.3% increase.

Monday, October 24, 2022

The Social Security Administration (SSA) is warning Americans not to trust unexpected offers to activate a Social Security benefit following the agency’s announcement that it would make a higher-than-usual cost-of-living adjustment for 2023

Thursday, October 6, 2022

Confused about Medicare? Parts A, B, C, D? Medicare Supplement? When to sign up? Let me shed some light on this and help clarify.

Thursday, August 4, 2022

Here’s what you need to know about inherited IRAs. 

Wednesday, June 29, 2022

I thought I’d send out a short (kind of) message before 2Q22 ends. Just a quick question for you: “Has the economy and markets got you rattled?"Yes, me too. It’s enough to rattle anyone. There are some serious...

Friday, June 24, 2022

Stocks & Bonds are Falling, Yet Portfolio Integrity Holds

Wednesday, May 25, 2022

With inflation continuing to rise, there is increasing interest in a type of savings bond called the I bond. But are they as good as they appear?

Thursday, May 5, 2022

There's a lot of FUD (Fear, Uncertainty and Doubt) regarding the recent fluctuations in the stock markets. And, at first glance, anyone would be concerned. But let me share a couple of things with you.

Wednesday, May 4, 2022

Medicare confusion could be a threat to your retirement. The wrong decision can blindside you and potentially throw even the most carefully crafted retirement plan for a loss.

Wednesday, March 2, 2022

Wednesday, March 2, 2022

Wednesday, February 16, 2022

Many people procrastinate when it comes to completing or updating their medical documents until something goes wrong, but at that point it may be too late. Now is the best time for you to get your medical and end-of-life paperwork in order.