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Yesterday, the U.S. Senate released its revised proposal to overhaul health insurance in America.  Unfortunately, this new version of the Better Care Reconciliation Act (BCRA-2) would still cause significant harm to the cancer community. For clarity, here we will focus just on the changes to the...

by Kristi Sullivan, CFP Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression. I think this is because of the impression that these instruments are expensive and that you give up ownership of...

Back to share more expert advice is financial planner, Kristi Sullivan! Today she is sharing some practical end of year tax tips for individuals and small business owners. Think you can wait until December 31st to do tax planning for 2016?  Think again!  Starting your tax to-do’s earlier...

Many people ask us if they are able to buy life insurance after being diagnosed with cancer. And the answer is . . . it depends. The reason we buy insurance, is to protect us in the event that something happens. Car insurance protects our cars; home owners...