The holiday season is a time to enjoy friends, family, and loved ones. Often we consider our life circumstances and may get in the spirit of giving. This is particularly true if you are at a point in your life were you have enough from a financial standpoint. If you are planning on giving money […]
Holidays
What to Know About Health Insurance When Traveling Abroad
If you plan to travel abroad, it is important to plan for the unexpected. This means taking the time to verify what your current health insurance policy will and will not cover outside the county. The key to a successful vacation is being able to relax, and having the knowledge that you are covered under any […]
Celebrating Memorial Day? Benefits Every Veteran Needs to Know
Memorial Day is an important holiday for our nation. On this day we honor our nation’s veterans, saying thank you for all they have done and continue to do for us. When it comes to taking care of the veterans you care about, you can do more than just say thank you to them. Instead, […]
7 Reasons to Review Your Estate Plan in the New Year
Happy New Year and Congratulations! At some point in the past you have taken the necessary steps to create an estate plan that protects your loved ones and your family’s financial future. Whether you are from Orange County, Southern California, or somewhere else in the country, you are ahead well ahead of the curve. Surprisingly, […]