If you are a parent of a child with special needs, planning for the long-term may include providing financial assistance for when your child becomes an adult. Life insurance should be a part of every family’s financial plan. However, for families with a member who will require assistance for their [...]
The term “milestone” is certainly appropriate when thinking about retirement. After all, saving and preparing ourselves for retirement is undoubtedly a marathon, not a sprint. Whether you are just beginning your retirement planning journey, or are making the necessary adjustments along the way, there are several age-specific milestones to be [...]
Health savings accounts (HSA) can be a powerful tool when incorporated into your retirement planning. Too often HSAs are only considered for immediate or near-term medical costs. Benefits of HSA in Your Retirement Planning When used strategically, HSAs can provide years of benefits well beyond the current tax year. Triple [...]
According to a recent study, two-thirds of beneficiaries are underutilizing Medicare’s preventative services. Are you one of them? Before 2011, most services, including preventive physician visits and screenings, required some form of cost-sharing by beneficiaries. However, that changed in 2011 after the passing of the Affordable Care Act in 2010. [...]
The U.S. Department of Veterans Affairs (VA) recommends that veterans with VA health care enroll in Medicare Parts A and B once they become eligible. Their reason is so veterans will benefit from the strongest aspects of both programs. Additionally, enrolling when eligible could help former service members avoid potential [...]
Life insurance is one of the most economical ways to protect your family, reduce estate taxes, or fund charitable giving bequests. However, since life insurance policies can be purchased years and often decades before a claim is filed, there is plenty of time to have misplaced the policy itself over [...]
Almost 70% of Americans aged 65 or older will require long-term care. This type of care includes non-medical services such as bathing, dressing, eating, and mobility. However, the cost of long-term care (LTC) insurance has been rising by double digits year after year, putting the coverage out of reach for [...]
The Social Security piggy bank is running low, at least according to lawmakers who are looking for ways to shore up the program’s trust funds. Congress and the Retirement Age Once again, Congress is contemplating increasing the retirement age. This certainly isn’t the first time the governmental body has used [...]
If you’re thinking of annuities as a retirement plan option, or are just curious about them, you’ll want to continue reading. Below, we’ll explain what a variable annuity is, how it works, and four key details you should know. By the end, you should better understand annuities and whether they’re [...]
If you have health insurance coverage through the Public Health Exchange, you must switch to Medicare when you approach 65. However, there are some things to be aware of before you do. Planning ahead will help you avoid any unnecessary fees or stress. Things to Remember Before You Switch Medicare [...]
587 Bethlehem Pike
Suite 1500
Montgomeryville, PA 18936
ABOUT MY LOCAL INSURANCE GUY
Our office has moved! We are now located just north of the five points intersection of 309, 202 and Bethlehem Pike in Montgomeryville.
We proudly service Montgomery County and Bucks County including Greater Philadelphia and the Lehigh Valley, Allentown, Bethlehem and Easton.
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