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California LTC Taxes Update

What is the Status on California Long Term Care (LTC) Taxes?

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We are making our way through 2024 and many are asking if California has made any progress on a potential tax to support a long-term
How to get started enrolling in Medicare if you turn 65 this year.

Enrolling in Medicare if You Turn 65 this Year

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Are you turning 65 this year? It’s important to start thinking about Medicare enrollment before your birthday! Your actual Initial Enrollment Period to sign up
Small Business HR: Where to start.

Small Business HR: Where to Start

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Running a small business often means you’ll be doing a lot more than just your job! As the owner of a small business you are
Learn why life insurance is so important, the different kinds you can purchase, and the secret to getting lower life insurance premiums.

The Secret to Lower Life Insurance Premiums

Life insurance is probably not at the top of your priority list. It’s one of those financial planning items you may not think about until
Is Long-Term Insurance worth it?

Is Long-Term Care Insurance Worth It?

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Thinking about retirement and planning for your future should be exciting. Most people are looking forward to finally having the opportunity to travel, spend time
What is the Difference Between a Medicare Supplement and a Medicare Advantage Plan?

What is the Difference Between Medicare Supplement & Advantage Plans?

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Becoming an expert on Medicare takes a lot of time and research! There are many different plans, subtle differences in how they work, and different
Your Guide to Texas Health Insurance for the Self-Employed

Your Guide to Texas Health Insurance for the Self-Employed

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Being self-employed comes with so many different benefits. You can set your own hours, determine what clients you take on or be choosy about the
How to Find an Independent Medicare Agent Near You

How to Find an Independent Medicare Agent Near You

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Meet Our Medicare Health Insurance Professionals Medicare health insurance can be a daunting subject and task when initially faced with making the change in health
Image of woman looking at text: The Three Most Important Things to Know About Medicare .

The Three Most Important Things to Know About Medicare

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As you near retirement you may start to think about planning for your future. In addition to transitioning from a regular salary to income comprised
Female African American financial advisor typing on a calculator. Online Life Insurance Quotes: Secret Tips Advisors Need to Know for Your Clients

Online Life Insurance Quotes: Secret Tips Advisors Need to Know for Your Clients

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Financial advisors play an important role in the overall success of businesses and individuals. Advisors help us manage our money as efficiently as possible, make
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