By Michael Ciardella It can be difficult to ensure you are selecting the plan that makes the most sense for you and your family; from both a benefit and a cost perspective. You’ll encounter different plan types and names; the most common types of health insurance plans are HMOs, PPOs, Read more…
By: Michael DeVizio, Partner Picture this; you are given the opportunity to have a top-tier architect work with you to help you build the home of your dreams from the ground up. Where do you start? Do you start picking out the marble tile for the kitchen floors? Choosing the Read more…
An Alternative Children’s Saving Strategy By: Robert Nabel I know what you are thinking, “Life insurance for my child?” What an appalling idea! So why do my financially savvy clients procure life insurance for their kids? Why would they put their money into a macabre financial vehicle such as this? Read more…
An Advisor Wished He Did More…. By: Mark Manginelli September has always meant a little more for financial advisors and insurance professionals since it is “Life Insurance Awareness Month.” Most people we meet in this business understand the importance of having a solid foundation of insurances as a part Read more…
A personal client’s story of how her life was changed in one moment By: Joseph Vanacore III & Christine Cox-West Last year, I met with a Rockstar Registered Nurse (RN) who was seeking financial assistance. We attended college together and had become close friends while we were in neighboring dorms Read more…
By: Joseph Vanacore, Brokerage Manager I am sure everyone reading this is aware of the crowd funding site GoFundMe and have seen multiple campaigns to raise money for tragedies to family, loved ones, or colleagues. According to GoFundMe’s website, over 125,000 campaigns are started per year pertaining to campaigns for Read more…
What would happen if your business partner became sick, injured, or suddenly passed away? Learn about protecting your business from the unknown!
By: Christine Cox-West, LUTCF Last year I received a call from a client. He seemed upset and told me he and his wife were getting divorced. He asked me about changing the beneficiaries on his life insurance policy. My immediate response was, “before you do anything, discuss with your attorney Read more…
By: Christine Cox-West, LUTCF Disability Insurance. The policy everyone needs, but few have. Most parents know they need life insurance. Most car owners know they need car insurance (most states even mandate it). But the one thing feeding our financial world, our income, is often the last “asset” we think Read more…