Estate Dispersal

Recently, two of our long-time clients whom we Care Managed passed away.  One was very well planned upon her death, the other not so.  Yes, they both had their wills and other legacy papers but, the contents of their estates were not as well planned. There are few...

Is Having No Health Insurance Really That Bad?

I’ve long advocated that consumers be allowed to purchase “catastrophic” policies on the open market and plug and play other models as it fits their health needs.  Concierge, tele-medicine and self-pay models are a couple of options. On average, a family of 4 will pay...

Proactive Health Is Preventative Health

As I march to SIX O this month and, while I have always taken my health seriously, this birthday (and my goal of being a master athlete) has caused me to consider going beyond my annual screening and blood tests. This year, going back will move me forward. Most of the...