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Matt’s Monthly Money Must Do’s | September 2017

By |2017-08-18T16:41:17-04:00August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as [...]

Can You Keep Your Current Insurance Plan?

By |2013-11-26T16:15:31-05:00November 26th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Insurance Cancellations and The President's Response Over the past several months, many people have received cancellation notices from their health insurance carriers, often accompanied by the explanation that their current insurance plan doesn't meet the minimum [...]

Asset Protection for Women — Part 1

By |2013-10-02T20:31:19-04:00October 2nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , |

If you haven’t done any asset protection planning, your wealth is vulnerable to potential future creditors and, should the worst happen, you could lose everything.  Of course, that is a “worst-case” scenario.    Lawsuits, taxes, accidents, [...]

Health Care Reform — Insurance Exchanges

By |2013-09-24T19:20:47-04:00September 24th, 2013|Categories: Business Wise, Personal Planning, Uncategorized|Tags: , , , , , , |

Starting in 2014, the Patient Protection and Affordable Care Act (ACA) requires the establishment of state-based American Health Benefit Exchanges for individuals and Small Business Health Options Program (SHOP) Exchanges for small employers. The general purpose [...]

Insurance Needs: The Basics

By |2012-06-21T17:24:30-04:00June 21st, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , |

In my recent encounters working with clients on their planning, we have uncovered a number of questions about insurance.  The questions we typically hear are “How much do I need?”, “What kind of insurance should I [...]