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Announcing our NEW gilbert Office!

December 31, 2019 BY Shanna Tingom



In December, we held our first appointments, and our “Purple Friday” Open House at our new office at 323 S Gilbert Road!  Despite the tornadoes and torrential rain, we had about 40 people stop..

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Plan To Have Medicare Coverage For Your Winter Travel

December 24, 2019 BY Shanna Tingom

As a senior you should plan to protect your health no matter where you might venture. If you currently have Medicare or a Medicare Advantage plan, you shouldn't have any problems getting the care you..

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Qualified Charitable Contributions for 2019

December 16, 2019 BY Shanna Tingom

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are..

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2020 Important Retirement Numbers

December 10, 2019 BY Shanna Tingom

Every new year brings a fresh beginning, this can be just as true now as it ever was.In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you've already..

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