A few weeks ago, I had the pleasure [...]
With April comes baseball season and Mr. Marsocci’s [...]
Our office was pleased to donate to Urban Ministries of Wake County's Food Pantry this summer through the Kiwanis Club of Raleigh drive.
With fall fast approaching, Medicare Open Enrollment is coming next month. It can cost you not to stay up-to-date so we’ve laid out some important facts to keep you informed.
This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???
Jeff's latest book, Financial Planning Basics, has just been released [...]
Life insurance plans can offer benefits when you need it most… and I'm talking about while you’re still living.
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
An "observation loophole" trending among hospitals can lead to sticker shock and unexpected, high out-of-pocket costs for seniors on Medicare entering nursing care.
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.