by Todd | Jun 9, 2015
Recently, your health insurance company may have requested your Social Security number, as well as the Social Security numbers of your spouse and your qualifying dependents. Due to a new reporting requirement, you will need to report qualifying health coverage...
by Todd | May 27, 2015
Do you know what your most valuable asset is? It’s not your car or your home – it is your ability to earn an income. This short, 2 minute video gives a great explanation of how Long Term Disability coverage can protect you. We can help design a plan that...
by Todd | May 20, 2015
As you are planning for retirement, you’ve probably started thinking about where you’ll live and the leisure activities you’ll finally have time to pursue. But have you considered how you’ll pay for the Long Term Care (LTC) services you may need? According to...
by Todd | May 20, 2015
The Internal Revenue Service announced new 2016 limits for Health Savings Accounts (HSAs) and their related qualifying High Deductible Health Plan (HDHP). For 2016, the annual HSA contribution limit for an individual with self-only coverage under a high deductible...
by Todd | May 15, 2015
Almost two-thirds of tax filers who received insurance via the state or federal insurance Marketplaces had to pay back an average of $729 of the Advance Premium Tax Credit (APTC), cutting their potential refund by almost one-third, according to analysis of filing data...
