Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Jeremy Tims, CFP®, EA
Lead Advisor / President
Janae Marcus
Client Support and Operations Coordinator
Susan Depka
Client Support and Operations
Adam Oster
Operations