Tag Archives | insurance

Grandpa and Samantha

Hey Ladies! 3 Things Vital to Our Financial Well Being

We women are big stuff these days. Marketers want us.  Financial advisors want us.  And boy, do the politicians want us. I have news for them all though; we are not a new marketing niche.  We’ve been here all along!  It may be that we’re more recognizable as an economic and political force in recent […]

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Mouse Trap.JPG

The Trap of the AMT

As the election season enters the final stretch, we’re hearing about the presidential candidates’ plans for the economy and taxes (well, we’re hearing a lot of arguing about them).  I’m all in favor of revamping the tax code to make it simpler and more straightforward to understand, especially when it comes to reforming the out-of-date […]

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rain boots - 03

You and Your Insurance Policy- Thunder Buddies for Life

The weather’s been a little crazy here in the Northeast lately.  We’ve had so many drenching rainstorms that I’ve even thought about buying a pair of rain boots (sorry Mom, that was a fleeting thought), and I hate boots.  After having lost power for four days during Hurricane Irene, every time the lights flicker now […]

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Part 2A & B of Form ADV: Firm Brochure