Financial Planning, Asset Management & Insurance Consulting
For full disclosures please see our website at www.FinancialAndInsuranceConsultants.com
Wondering if you’re ready to retire?
Take what you need monthly and multiply it by 300...that’s your target number.
06/02/2026
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Retirement isn’t just about what you’ve saved, it’s about making sure it lasts.
A strong income plan helps protect your wealth from inflation, taxes, market changes, and the unexpected.
Don’t leave longevity to chance. Let’s build a plan for every stage of retirement.
Retiring with $5M+ means the planning doesn’t stop, it changes.
Now it’s about income, taxes, preservation, Social Security timing, and protecting the people who depend on you.
Let’s build a retirement strategy designed for the next 30 years.
Building wealth is one thing. Using it wisely is another.
A strong retirement plan should help you create income, manage taxes, and make your money last longer, without unnecessary stress.
Let’s build a strategy for the wealth you worked so hard to create.
05/28/2026
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.
The years right before and after retirement can make or break your plan. Structure your portfolio before market volatility puts your retirement at risk.
05/26/2026
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.
05/21/2026
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
05/19/2026
If you don’t have an estate strategy, here's some reasons why you should.
Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.
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