News, Tips & Hints!

Medicare Open Enrollment: Understand Your Options

Medicare doesn’t cover everything. Some of the items and services Medicare doesn’t cover include:

Thinking of Life Insurance? Decision Temporary or Permanent Policy?

September is Life Insurance Awareness Month Suppose we all learned during the past year and a half with several quarantine mandates, social distancing, and the health-related complications and death as a result of the pandemic. Life can change quickly beyond our...

I Have No Debt! Is Life Insurance Really Necessary?

Excellent question!  Here are 5 reasons. Recently, I had a conversation with a prospective client who said, " we don't have any debt. We don't need Life Insurance!" Unfortunately, as a young mother of two young children, I experienced how Life can change when my...

Employed by a WA based company? WA State’s New Long-Term Care Law

“Washington State’s Long Term Care Trust Act is a first-of-its-kind publicly-funded program to reimburse eligible long-term services and supports (LTSS).  The program will be funded by a payroll tax collected by employers on behalf of every adult W-2 employee. The rate will begin at 0.58% (fifty-eight hundredths of one percent) on “all wages” and not capped. The rate of 0.58% may be upwardly adjusted beginning January 1, 2024.”

Are you Eligible For a ACA Federal Tax Credit under the ARPA?

Unemployed? Are premiums too expensive? Important ACA message for Affordable Health Insurance – UNINSURED, ON AND OFF EXCHANGE: Are you Eligible For Federal Tax Credit under the ARPA?

Refinance Strategy and Retirement

The Big Payoff Retirement in your near future? Are you thinking of refinancing a mortgage or paying it off? With mortgage rates at historic lows and record financial marketplace highs, the answer may not be so obvious. Over the weekend, I read an article by Katy...

ACA – RE-OPENS: Healthcare options during COVID!

Did you lose your job and health insurance? 
Can’t afford health insurance?
Starting February 15, 2021 to May 15, 2021, you can apply for a 2021 Individual health plan for yourself and your family. Contact us to check your eligibility for a Federal Tax Credit and enroll TODAY for reduced health insurance premiums

15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19

It’s that time of year when we traditionally reflect on the past year and set plans for the upcoming year. Well, collectively, 2020 challenged the world in a tremendous magnitude then imagine. Financial and Personal lessons from 2020-Covid 19.

How to Improve Your Work-Life Balance

Every new year, a group of close friends gathers to celebrate our long-term friendship, the holiday season, and the beginning of a new year. And along with exchanging gifts, reflect on the past year, we share our intentions for the new year with a word. I decided to...
Employed by a WA based company?    WA State’s New Long-Term Care Law

Employed by a WA based company? WA State’s New Long-Term Care Law

“Washington State’s Long Term Care Trust Act is a first-of-its-kind publicly-funded program to reimburse eligible long-term services and supports (LTSS).  The program will be funded by a payroll tax collected by employers on behalf of every adult W-2 employee. The rate will begin at 0.58% (fifty-eight hundredths of one percent) on “all wages” and not capped. The rate of 0.58% may be upwardly adjusted beginning January 1, 2024.”

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