Fall is a great time for a financial check-up!

September was Life Insurance Awareness Month yet, just like October we continue to transition from summer to autumn, it’s a great time to do a financial checkup on your life. Are you protecting yourself and your family with this necessary coverage? In the event of a...
Traveling abroad? Where are the pitfalls?

Traveling abroad? Where are the pitfalls?

    Travel season is upon us. Most travelers are not aware of the pitfalls that come with international travel and medical insurance.  Medicare is even a bigger pitfall à limited or NO oversea coverage. Some Medicare Supplements will carry minimum riders...
Celebrate Fathers in June.  How do the genders differ?

Celebrate Fathers in June. How do the genders differ?

Just as we celebrated Mother’s Day and Father’s Day differently (mothers enjoy being pampered with gifts and Brunch while fathers are usually content with a tie and an at-home barbeque), there are subtle differences between the sexes when it comes to establishing and...
Celebrate Mother’s in May

Celebrate Mother’s in May

  Mothers are special persons in our lives. They make sacrifices to ensure our happiness and unselfishly take care of us when we are sick. And the odds are very good that it’s mom who you will be caring for as time goes by. Across the industrialized world, women...
Where is your money going?

Where is your money going?

Not your daily expenditures; but, who is the beneficiary of your assets when you pass? In Illinois, the State Treasurer is holding 2.9 billion dollars in unclaimed funds for Illinoisans. The State holds these “lost” funds until they are claimed by either the original...
Planning for Today and Tomorrow!

Planning for Today and Tomorrow!

  As of January 2018, Congress passed the most sweeping overhaul of the tax system in over 30 years. Coupled with last year’s double-digit market gains and low volatility, many Wall Street analysts forecasted that the current bull market will become the longest...