It’s our birthday!

It was 2 years ago, last Monday, that we made our move to independence. We are so appreciative for the response and support that we have received! Since our move, we have grown both in staff (having both Olivia and Theresa on the team) and services we offer. The...

We are resilient, charitable and united! Go USA!

Today, September 11th, 2017, is quite a day. We, the United States, remember the terrorist attack on 9/11/01, where we lost 2,978 people. We are recovering from the hurricane damage of Harvey, dealing with the current hurricane Irma and the possibility of more...

How investing is like a minivan…

I happened to be reading one of my favorite columnists this weekend: Dan Neil. Dan writes the Rumble Seat column for the Wall Street Journal. This weekend Dan was reviewing the 2018 Honda Odyssey minivan. I love Dan’s wit, which for me, is more about Dan’s offbeat...

When a 75% rate increase equals 15%

Hope you’ve had a great start to your week. In the past few weeks a major topic of conversation among my colleagues, friends, and clients has been the skyrocketing premium increases of their long term care insurance (LTCi) premiums. Almost all LTCi insurance carriers...

Tooth Fairy’s payouts are posting record gains!

An unlikely but accurate economic indicator, Tooth Fairy payouts are soaring, posting record gains in 2016 and early 2017.  According to the Original Tooth Fairy Poll, sponsored by Delta Dental, the Tooth Fairy’s cash payouts have jumped to an all-time high over the...