Articles of Interest

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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Senior friends celebrating America picnic

May 7, 2025

May 2025 Newsletter

★ A SALUTE TO MAY ★ This month presents a great time to emphasize our love and support for our nation's veterans!

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Happy senior gardener picking tulips flowers in spring garden. Retired woman hugging blooms holding pruner among blossoms.

Apr 15, 2025

April 2025 Newsletter

Let's dig in by learning about National Garden Month, the reasons why exercise leads to more energy, how to cook up a quick and delicious spring pasta dish, some intriguing facts about April, and 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