Financial Tip of the month Oct 2017

Posted by on Oct 12, 2017 in Uncategorized | Comments Off on Financial Tip of the month Oct 2017

Financial Tip of the month Oct 2017

Pesky Fees! Why am I Paying Them? By David S Edge Clients are often amazed when we assist them with a new retirement income plan. Many times there are reduced or no fees on many aspects of their new plan. Our plans lookout 20 years so that clients get a real good snapsh read more

read more

October feature 2 2017

Posted by on Oct 10, 2017 in Uncategorized | Comments Off on October feature 2 2017

October feature 2 2017

By David S Edge You think you know October? Well, did you know…… Ok, we can give you a mulligan on the first thing that pops into your head. Halloween of course! We will skip the regular spooky, kooky mentions as we get ready by having candy at the door, carving pumpkin read more

read more

October 2017 Featured Story 1

Posted by on Oct 3, 2017 in Uncategorized | Comments Off on October 2017 Featured Story 1

October 2017 Featured Story 1

By David Schaeffer I’m just not sure anything will actually really happen while the market continues to rage.  At the end of the day, if we could put our differences aside and focus on common goals, we can actually get things done! However you look at the current Presid read more

read more

Financial Tip September 2017

Posted by on Sep 28, 2017 in Uncategorized | Comments Off on Financial Tip September 2017

Financial Tip September 2017

It’s Your Life. By Nancy Monaco-Ball “Life insurance is a waste of money.” That lady on TV says, “Only buy term. Whole-life is too expensive”, etc… We have heard every line out there regarding life insurance and I would agree all the above statements are true for someon read more

read more

Health Tip September 2017

Posted by on Sep 26, 2017 in Uncategorized | Comments Off on Health Tip September 2017

Health Tip September 2017

Heat Exhaustion!!! By Sharon Cobert-Groves How sweet the summertime is! We get to enjoy various outdoor activities and events; experience the many joys of nature; and travel near and far to exchange love, and celebrate family reunions. Not so fast!  Summer is not over y read more

read more

Success Story September 2017

Posted by on Sep 21, 2017 in Uncategorized | Comments Off on Success Story September 2017

Success Story September 2017

Success Story of the Month By David S. Edge One phone call saved us lots of money!!! Gerry and JoAnn simply could not believe how many choices there are and were glad they had attended one of our many Medicare Workshops before deciding on their Medicare plan option. Mon read more

read more

Featured Story 2 September 2017

Posted by on Sep 19, 2017 in Uncategorized | Comments Off on Featured Story 2 September 2017

Featured Story 2 September 2017

Welcome Fall! Friday, September 22, 2017, is the first day of fall for the Northern Hemisphere. Some folks don’t understand exactly what this day is about on the celestial calendar, but just so you know….this date is when we have an equal day and night. The same amount read more

read more

Why am I Me Sept 2017

Posted by on Sep 14, 2017 in Uncategorized | Comments Off on Why am I Me Sept 2017

Why am I Me Sept 2017

Computer Education and Automation! I don’t know about you, but like many current middle-aged Americans, I grew up and went entirely through school with no exposure to computers whatsoever. Oh sure…. we had typing and writing class so we at least could be competent on a read more

read more

Life Insurance Sept 2017

Posted by on Sep 7, 2017 in Uncategorized | Comments Off on Life Insurance Sept 2017

Life Insurance Sept 2017

By Kris Sollenberger “Take a look at three types of life insurance.  There has to be an option that may work for you.  Talk with your loved ones. Get your family covered.” Expert planners have said….. if you’re alive, you need life insurance.  Most of us probably agree read more

read more

Featured Story Sept 2017

Posted by on Sep 5, 2017 in Uncategorized | Comments Off on Featured Story Sept 2017

Featured Story Sept 2017

By David P Scheaffer Up, Up, and Away (like TWA). Well, we all know what happened to TWA. It was great while it lasted!  Most of our clients are nearing or in retirement. That usually means folks rely heavily on their savings for retirement.  Wouldn’t it be great if we read more

read more