Articles of Interest

Mixed ethnicity family having fun cooking in the kitchen

Nov 15, 2025

November 2025 Newsletter

Read on to gobble up this month's bounty of topics like how to make the most of Medicare's Annual Enrollment Period, honor National Family Caregivers Month, stay safe during the seasonal shift, try a bite-sized Thanksgiving appetizer recipe, learn some interesting historical facts, and much more!

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Woman using a leaf blower to clear autumn leaves from the driveway.

Oct 13, 2025

October 2025 Newsletter

Harvest some valuable information like what you can learn during October's Health Literacy Month, what you'll want to do to prepare for Medicare's Annual Enrollment Period, and why it can be a good idea to plan outdoor activities this time of year.

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Smiling Multi-Generation Family Having Fun With Children Walking Through Autumn Countryside Together

Sep 15, 2025

September 2025 Newsletter

Summer will soon be in the rearview mirror, so it's time to ease into fall. Read on for all the fun and important information you autumn know in September.

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Children with grandfather gather organic tomatoes and cucumbers at a garden

Aug 15, 2025

August 2025 Newsletter

The eighth month of the year is here and that means it's almost time to say goodbye to summertime.

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A happy black woman carrying and waving an American Flag at the beach.

Jul 14, 2025

July 2025 Newsletter

Let's commemorate July together by learning more about Independence Day, how to keep your prescriptions safe in the summer heat, how to make a burger that's perfect for your next patriotic get-together, some fascinating facts about July, and more!

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Senior woman cuddling her two granddaughters outdoors

Jun 16, 2025

June 2025 Newsletter

Kick off the new season now by learning about National Safety Month, how to stay hydrated in the summer sun, how to make a bright salad that'll wow your family and friends, some intriguing historical facts about June, and so much more.

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Medicare Planning/Health

The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
  • Final Expense
  • Recovery Care / Post Hospital

Retirement Planning

Setting aside funds to provide deferred income benefits at retirement.

  • Rollover IRA
  • ROTH IRA
  • Traditional IRA
  • SEP
  • CD Alternatives

Insurance Planning

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation