by V. Raymond Ferrara, CFP® | Jun 1, 2023 | Wealth Management
When you need to get an X-ray for a broken bone or you need to fix damage from a car accident, you should be able to count on your insurance to cover the costs. But insurance planning plays a huge role in managing your overall wealth as well. Read on to learn about...
by Eric R. Ebbert, CFP®, MBA, CEO | Apr 7, 2021 | Financial Planning
At the beginning of his presidency, Joe Biden promised that the United States would administer 100 million COVID-19 vaccinations in 100 days. Well before meeting the 100-day deadline, the United States has blown past this goal, and as of April 6, 2021, more than 704...
by Eric R. Ebbert, CFP®, MBA, CEO | Feb 2, 2021 | Financial Planning
You might be feeling great right now, but at some point in your life, you might need some help taking care of yourself. The main challenge with this is that long-term care can be expensive. Fortunately, you can invest in long-term care insurance to prepare to help...
by Eric R. Ebbert, CFP®, MBA, CEO | Nov 14, 2020 | Entrepreneurs
Owning and operating a business can be a rewarding experience, but you need to be prepared for the risks that come with it. One of the greatest risks you are vulnerable to is a liability claim, which are legal actions seeking compensation for harm or wrongdoing caused...
by V. Raymond Ferrara, CFP® | Sep 25, 2020 | Tax Tips
If you have ever lost the ability to work due to a disabling condition before reaching retirement age, you may be eligible to receive disability income from your disability insurance. People who are young and healthy might not think this is much of a concern to them,...
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