Blog Articles

Do I Need a Last Will and Testament?

A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.

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What are Biggest Medicare Open Enrollment Mistakes?

Millions of retirees are in the thick of Medicare open enrollment, which runs from Oct. 15 to Dec. 7.  However, many find the process challenging. Some don’t understand the difference between Original Medicare and Medicare Advantage, many are overwhelmed by Medicare advertising and only 4 in 10 people review their plan options each year, according to a July 2022 report from health care consulting firm Sage Growth Partners.

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