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Long-Term Care Insurance

Long-term care (LTC) is the assistance that is provided to people who are unable to perform the Activities of Daily Living (ADLs) that healthy, fully-functional people do independently and on a daily basis. The need for long-term care services arises from chronic health conditions and/or physical disabilities – such as a stroke, Multiple Sclerosis, Parkinson’s [...]

Disability Insurance

When you’re healthy and working, it’s hard to imagine being disabled by illness or injury. What would happen if your paychecks suddenly stopped because you were too sick or injured to work? What if you couldn’t work for months — or years? You’d still have to pay all your monthly bills, including food, utilities, house [...]

Home Insurance

Homeowners insurance provides financial protection against disasters. A standard policy insures the home itself and the things you keep in it. Homeowners insurance is a package policy. This means that it covers both damage to your property and your liability or legal responsibility for any injuries and property damage you or members of your family [...]

Auto Insurance

Auto insurance protects you against financial loss if you have an accident. It is a contract between you and the insurance company. You agree to pay the premium and the insurance company agrees to pay your losses as defined in your policy. Auto insurance provides property, liability and medical coverage. Property coverage pays for damage [...]

Health Insurance

Everyone needs good Health Insurance coverage so that they are free to visit a doctor or hospital when they feel the need rather than putting it off because they can’t afford the office visit, emergency room fee, or even the cost of the prescriptions. Delaying a checkup or ignoring warning signs often leads to much [...]

Life Insurance

Buying life insurance is all about peace of mind for your family and how you’re able to provide it. If someone depends on you financially, chances are you need life insurance. Life insurance provides cash to your family after your death. This cash, known as the death benefit, replaces your income and can help your [...]

Stock Portfolio Management

At some point, many companies have to raise money in an effort to start or grow their business. This attempt to raise money is usually done by either; 1) borrowing the money or 2) raising money from investors by selling shares (or a stake) in the company. These shares can be private in that [...]

Bond Investing

Issuing a Bond is another method by which companies and/or government institutions can raise money to fund their day-to-day operations or to finance a specific project. As opposed to a stock in which an investor buys ownership shares of a company, when an investor buys a bond, they are lending their money to the [...]

Mutual Fund Investing

A mutual fund is a company that pools money from multiple investors and under professional management, the fund invests that pooled money in investment securities such as stocks, bonds, short-term money market instruments, other mutual funds, commodities or some combinations of these investments. Investors who contribute to the fund or pool of money, will receive a prorated [...]

Real Estate Investing

We are firm believers that real estate should have a place in an investor’s portfolio. Real estate can play an important role in providing adequate diversification. There are multiple methods by which an investor can purchase real estate. One can buy their own real estate (direct ownership), or they might buy shares of real [...]