It’s hurricane season again and there is a lot to think about and do to prepare in the event that a storm takes aim at the Lowcountry. From gathering supplies, to understanding evacuation zones and routes, to preparing your property, there are many tasks to...
A few weeks ago, I met with an accounting professional. We were discussing business and talking about additional ways we add value for our clients. I mentioned that we had recommended umbrella policies to every one of our planning clients over the past year because...
Despite life insurance being widely used, many misconceptions remain. Most people do not know what type of policy is right for them or when in their lives they will need coverage. This article explains everything you need to know about the basics of life insurance....
If you’re like me, your pet is part of your family. My dog Kylie is a huge part of my life. I do everything in my power to keep her happy and healthy and I am always trying to make the right choices to help...
The 2018 election exit polls ranked healthcare as the number one topic that Americans were concerned about. For many years we have seen this concern reflected in our practice. When planning for retirement clients want to know how much to budget for health insurance and...
The recent meteoric rise in medical insurance premiums has encouraged us to look for ways to reduce the cost of medical care for our clients and small businesses that we counsel. Insurance companies can now use age as one of the factors to set...