You’re Setting Up a Trust

By |2023-01-25T11:34:47-07:00January 25th, 2023|

You’re Setting Up a Trust—Hiring An Attorney or DIY? When it comes to estate planning, there are two main options for drafting documents: hiring an attorney or doing it [...]

Health Insurance Jargon

By |2022-12-22T07:55:36-07:00December 21st, 2022|

Health insurance can be confusing! With the number of options available when choosing a health insurance plan, it’s no wonder people get lost in the jargon. Here is a [...]

What Is An Annuity?

By |2022-12-14T05:08:04-07:00December 14th, 2022|

After years of saving and accumulating, retirees and pre-retirees goal shifts and it’s now necessary to decide on how to source their retirement income. It’s good to assess the [...]