Recovering from Hurricane Season

We hope everyone has weathered Hurricane Irma and made it through with minimal impact. As you evaluate any damage you may have, please keep in mind the following: – Make sure to document everything via pictures/video, prepare a list of all contents of your home that were damaged. – Notify your insurance company as soon …

Get Ready for Open Enrollment

by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans with a plethora of options. Some of you may be self-employed individuals finishing up your tax filings on extension and reviewing insurance options for the coming year. Those of you …

Should You Own Life Insurance?

Clients often ask us whether or not they should own life insurance, and the answer is never simple.