Insurance

If you are enrolled in Medicare, you can make changes to your insurance coverage once a year, during the Open Enrollment period. This period starts on October 15th and runs through December 7th each year. It applies whether you haveREAD MORE

If it has been a long time since you reviewed your life insurance, you’re not alone.  It’s common for people to put off reviewing their life insurance coverage, assuming their current policies are sufficient. But, as everyone knows, life happens,READ MORE

During the pandemic, more people can be seen out riding electric bicycles (“eBikes”) than ever before. E-bikes are a lot of fun, but there is a risk element involved. There are hundreds of bicycle accidents in San Diego each year,READ MORE

If you’ve been stuck at home watching TV for the past 12 months, you may have seen ads offering perks for choosing Medicare Advantage over “regular” Medicare. The perks sound like a great deal, and Medicare Advantage plans can indeedREAD MORE

A common question we are asked is, “how much insurance should I have?” As wealth managers, we evaluate all types of insurance, from life, health and disability insurance to property and liability insurance.  When providing life insurance guidance, we takeREAD MORE