Silver Sneakers 101
Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may [...]
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Rather than being one plan (featuring solely government programs), Medicare Advantage plans are offered [...]
Directors and Officers Liability Insurance
Liability insurance for directors and officers is not just for large public companies; it can be an equally valuable risk management tool for smaller businesses. Directors and Officers (D&O) liability insurance helps protect directors and officers of [...]
Single and Planning for Retirement? Here are 4 Key Things to Do
Craig Bolanos was featured in Debbie Carlson’s article “Single and Planning for Retirement? Here are 4 Key Things to Do” appearing in Barron’s Magazine. In this article, Craig discusses some of the challenges single, independent people face when preparing [...]
A House Divided
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1 Getting a divorce is a painful, emotional process. [...]
A Look at Whole Life Insurance
Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums. In exchange for fixed premiums, the insurance company promises to pay a set benefit when [...]
Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.
Craig Bolanos was featured in Debbie Carlson’s article “Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.” appearing in Barron’s Magazine. In it, Craig gives his thoughts on qualified charitable deductions and how donations up [...]
A Brief History of Estate Taxes
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 [...]
Avoiding Cognitive Decline
Of those aged 65 and older, 10 to 20 percent have mild cognitive impairment. In addition, women have a 1 in 6 chance — and men have a 1 in 11 chance — of developing Alzheimer’s during the remainder of [...]
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. [...]