In the coming months, they will reach retiree mailboxes.

Provided by Gerald Quigley

New Medicare cards will be mailed out between now and next April. They have an 11-digit I.D. number instead of your SSN, and they are made of paper rather than plastic. This new 11-digit … Read More

With or without the estate tax, it addresses several key priorities.
Provided by Gerald Quigley

Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous.


You can … Read More

A summary of what you need to know.
Provided by Gerald Quigley

Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.


>> Oct. 15-Dec. 7, 2017: Open enrollment … Read More

Two Minute Money: Do You Need Life Insurance?… Read More

A good financial strategy is not just about “making money;” it is also about protection.

Provided by Gerald Quigley

Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their … Read More

Health Savings Accounts offer you tax breaks & more.
Provided by Gerald Quigley

Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide … Read More

Take a moment to see if you are adequately protected.
Provided by Gerald Quigley

Not all home insurance policies are alike. Coverage amounts obviously vary, and so do coverage areas. Taking ten minutes to scrutinize what your policy does (and does not) cover is a wise idea.

Homeowner policies … Read More