by Guest | May 15, 2026 | Estate Planning
If your estate planner asks you to write a letter of intent as part of your estate plan, you may be confused. This article explains why it’s an excellent idea and gives some ideas on how to create a meaningful document that is both useful and works well with the will...
by Guest | May 8, 2026 | t, Travel safety
As you begin making travel plans for the year ahead, have you thought about protecting your identity during a trip? Safeguarding your personal information should be a top priority while you explore new destinations and enjoy unique experiences. With identity theft on...
by Guest | May 1, 2026 | HSA Account
Health Savings Accounts (HSAs) are true triple tax advantage: contributions are tax-deductible, growth and qualified withdrawals are tax-free*. They differ from Flexible Spending Accounts (FSAs) in an important way: the money is yours. It isn’t “use it or lose it” at...
by Guest | Apr 10, 2026 | Aging
By: Bob Gertie, CLTC, CEO – Advisor Insurance Resource® One of the most frequent questions I’m asked is, “What is the best age to purchase a long-term care insurance (LTCi) policy?” While there is no single answer that fits every individual, a detailed...
by Guest | Mar 27, 2026 | Legacy
When most families think about legacy planning, their minds immediately go to trusts, wills, estate documents, and tax strategies. These are important pieces of the financial puzzle. But legacy is about more than financial capital — it’s also about the values,...
