If you are looking for some creative ways to avoid paying taxes, don’t overlook the benefits of life insurance. There are several different types of life insurance policies that serve different objectives, the greatest is a tax-free death benefit for your beneficiaries. …
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Your Medicare Update
It’s early 2024 and its already time to explore Medicare options for 2025. Many Medicare enrollees want to look at what is suitable for their needs in the Medicare market.…
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Tax Treatment of Long-term Care Insurance a Game Changer
We put my dad into a nursing home on Monday. My mom had been his caretaker since he was diagnosed with a somewhat rare neurological disorder. My mom has been superwoman, a real- life example of a family member caring for a loved one.…
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Tornadoes Can Strike in Seconds. Are You Ready?
Tornado season is upon us and could bring more storms in the months ahead. In fact, the U.S. experiences the most tornadoes of anywhere in the world. Last year alone 1,197 tornadoes tore through the country, costing over $1 billion in property damage.…
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Disability and Life Insurance Taxation
Taxation of benefits is a unique topic. Many groups I work with want to make sure their employees are not taxed for an employer paid life insurance benefit and other clients want to ensure that if an employee becomes disabled, they do not have to pay taxes on their already reduced income.…
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Change Healthcare ™ Attack Highlights Often Overlooked Cyber Insurance Coverage
Many health care practices rely on a third party for access to their EMR and for billing. This creates a “contingent” or “dependent” risk. The February 21 cyberattack on Change Healthcare changed the world for many patients and health care providers.…
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Don’t Let Taxes Take a Bite Out of Your Finances: Common Errors to Avoid
Investing is a smart way to grow your wealth, and keeping more of it from taxes is even smarter. Let’s explore some common tax mistakes investors make and how to avoid them.…
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Peace of mind this holiday season
Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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Finding insurance and financial advisors I trust
Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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Nightmare before Christmas success story: cyber hacker stopped
Message from IT Manager: “Unusual activity has been detected on your exchange and our files cannot be backed up.” This is not how any clinic administrator or managing partner wants to start their Monday morning, but exactly what happened to a long-time WisMed Assure client last December.…
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