by Joni Lindquist | Oct 9, 2018 | Featured, Financial Planning, Insurance, Life Planning, Retirement Planning
By Joni Lindquist What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost...
by Jamie Bosse | Jun 19, 2018 | Estate Planning, Financial Planning, Insurance
By Jamie Bosse There are countless things to consider and evaluate when you become a parent. In addition to all of the new furniture purchases, college planning, budget changes, and baby-proofing, there are two very important things that new parents need to review –...
by Jamie Bosse | Oct 12, 2017 | Financial Planning, Insurance
By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year. Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...
by Jamie Bosse | Jul 10, 2017 | Financial Planning, Insurance
By Jamie Bosse If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim? Probably not – I know I wouldn’t be able to! People tend to fill up the living space they have with...
by Joni Lindquist | Feb 22, 2017 | Financial Planning, Insurance
By Joni Lindquist If you rent a house or an apartment, you might think you don’t need insurance because you don’t own the building. After all, your landlord probably has coverage. But your landlord’s insurance covers only the building, not the...
by Jamie Bosse | Feb 8, 2017 | Financial Planning, Insurance
By Jamie Bosse Let’s face it-in today’s world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face a penalty tax. Yet the cost of medical care is soaring higher every year, and...
