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Our purpose is "To Educate, Empower and Enhance people's lives."

 


Blogs

Medicare Clients Read Your Mail

by Dale Immekus on

This may be one of the most important articles for Medicare beneficiaries to read. Email, text messages and many other modern-day technologies have reduced the need for snail mail however, everyone with a mailing address still receives a ridiculous amount of junk mail. Those in the senior age group...

Why Financial Advisors Are Still Important

by Dale Immekus on

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.

Wh...

Should we use our tax refund to pay down our debt?

by dedicatedfinancialinsurance2 on

Great question. This is a good time of year to take a closer look at finances. The holidays are a distant memory and taxes are hopefully out of the way. By now many have or will shortly receive any tax refund due to them. Before you decide how to use your tax return, I would ask some questions to he...

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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