We don't just sell insurance and investments, we build trust. As your neighbors and financial gurus, we've seen firsthand the confusion people face navigating complex financial decisions. That's why we created this blog – a no-nonsense space where you can learn about everything from insurance basics to Medicare mysteries. Forget boring jargon, we speak your language. Join us on this journey towards financial security and peace of mind.
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Life insurance, a shield against financial turmoil in the wake of your absence, deserves careful consideration. But amidst the numbers and policies, how do you determine the right amount of coverage? The DIME method, a simple yet...Read More
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and...Read More
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite...Read More
Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Keep in mind...Read More
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some...Read More
According to recent statistics, data breaches have become common in today's digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether...Read More
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property...Read More
Congratulations on starting your equine operation! You need to consider several items when starting your farm and having proper insurance is a big one.One option is a Special Farm Package (SFP) for equine owners. This type...Read More
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a...Read More
Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.The Social Security trust fund is...Read More
American National ranked most trustworthy insurance company on Newsweek’s America’s Most Trustworthy
American National Insurance Company was recently named to Newsweek’s list of America’s Most Trustworthy Companies.Read More
Have you received your 2021 enrollment information & access code from Get Covered NJ? Confused as what to do when?We will review your current plan and explain the changes for 2021. Then we will talk about what doctors you prefer and...Read More
Each year you have the opportunity to review and change your Part C & D coverage. As you know, Part D is your prescription drug coverage.The deadline to make any changes is Monday, Dec 7, 2020.Even if you are happy with your current...Read More