by Julie Long | May 7, 2026 | General, Insurance, Retirement
It’s a fact: People today are living longer. Although that’s good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you probably wonder how...
by Julie Long | Feb 12, 2026 | Employee Benefits, Financial Wellness, General, Insurance, Investment, Retirement, Tax
Most competitive employee benefit packages provide retirement, vacation, health, vision, dental, basic life, and disability insurance benefits, yet business owners might also consider additional programs to grab the attention of potential new hires. Fortunately, there...
by Julie Long | Jan 29, 2026 | General, Insurance, Retirement
1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by...
by Katie Brown | Nov 28, 2024 | General, Insurance, Retirement
Insurance Needs in Retirement Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...
by Katie Brown | Sep 26, 2024 | General, Insurance
Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...
by Katie Brown | Sep 19, 2024 | General, Insurance
Should You Buy Long-Term Care Insurance? The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care...
Best-In-State Wealth Management Teams (2025 & 2026) 