Articles Showing articles related to: Professional Services
Should you get cancer coverage?
No one is immune from the risk of cancer, young or old. However, age does play a role, with the average age of people diagnosed with cancer being 66.* Are you prepared if the unthinkable should happen? Fortunately, I can help you find a supplemental plan that may help with out of pocket costs if you receive a qualified cancer diagnosis. You...
Read MoreA custom approach to tax time
Assembling your documentation in preparation of having your taxes done is an experience right up there with dental work and scrubbing bathrooms. But instead of speeding through the process to check it off your to-do list, have you considered annual tax prep to strengthen and solidify your personal wealth? While going through a generic...
Read MoreShould you get cancer coverage?
No one is immune from the risk of cancer, young or old. However, age does play a role, with the average age of people diagnosed with cancer being 66.* Are you prepared if the unthinkable should happen? Fortunately, I can help you find a supplemental plan that may help with out of pocket costs if you receive a qualified cancer diagnosis. You...
Read MoreThe Neighborhood Experts at Platinum Real Estate is offering a low-maintenance living opportunity in Lake County
For Baby Boomers and Gen Xers contemplating their later years and “right-sizing” their living space, a unique opportunity for low-maintenance, free-standing condos in Lake County has broken ground and is ready for selections now. Partnering with Landmark Real Estate, agents from Platinum Real Estate are offering two condos within the...
Read MoreWhen to update your will
This time of year, with the holidays in the rearview mirror and organizing financial affairs for taxes on everyone’s to-do list, now is also the perfect juncture to ask yourself when was the last time you updated your will. I reached out to local estate planning Attorney Margaret T. Karl for answers. “A will tends to be a document...
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