Blog

“Our company and its affiliates are established leaders in the financial services industry. We offer customized guidance and strategies to our clients.”

THE GO-GO, SLOW-GO AND NO-GO YEARS

With 30 years of experience, I’ve learned that being frank with people is a requirement of my job.  Being frank is not always easy, but it is necessary in order to have an open, effective and results-driven relationship with my clients Not too long ago, I came across an article that proposed using one easy p [...]
With 30 years of experience, I’ve learned that being frank with people is a requirement of my job.  Being frank is not always easy, but it is necessary in order to have an open, effective and [...]
Read More

DO I NEED MEDICAL AND FINANCIAL POWERS OF ATTORNEY?

I’m often asked by my clients if it’s necessary to have a power of attorney (POA) document as part of their long-term care insurance plan.  My answer is always a resounding yes! A POA is an important legal document that gives a person -- you have choosen -- the power to act on your behalf.  No one li [...]
I’m often asked by my clients if it’s necessary to have a power of attorney (POA) document as part of their long-term care insurance plan.  My answer is always a resounding yes! A POA is [...]
Read More

One Person Group Medical Coverage Now Available

Effective as of July 2018, new Virginia legislation allows self-employed people without employees to purchase a small group health insurance plan as an alternative to an individual market plan. As a result, if you are a sole proprietor, other self-employed person, or their immediate family member (W2 verification ne [...]
Effective as of July 2018, new Virginia legislation allows self-employed people without employees to purchase a small group health insurance plan as an alternative to an individual market plan. As [...]
Read More

Latest News