How to Prepare for Growing Healthcare Costs in Retirement

Planning for a rewarding retirement is an exciting goal, though it comes with its set of challenges. Increasingly, people wonder if they can secure the retirement lifestyle they once envisioned, particularly with the rise of healthcare expenses. These expenses, while significant, don’t have to be a roadblock to your dreams. With diligent planning and strategic […]

Understanding IRMAA: Financial Considerations for High-Earning Medicare Members

Embarking on the journey of retirement can present unique financial and tax considerations, especially for those who have accrued substantial wealth or have access to a higher income than the average retiree. Among these factors, the Income-Related Monthly Adjustment Amount (IRMAA), a special monthly fee, is particularly significant for high-earning Medicare members. Collaborating with a […]

Property and Casualty Insurance for Business Owners

Business owners are often so busy serving their own clients that they neglect to pay attention to things like their own insurance needs. In this video, Rob sits down with Zach Padula, Account Executive of The HILB Group of New England, to discuss the types of coverage you might need and where to find it. […]

What’s Driving Your Life Insurance Selection?

Do you really understand life insurance? Have you ever had the options explained by an unbiased party? In this video, Rob offers an extension of the knowledge base he acquired in past roles to help you understand the life insurance lay of the land. He explains the most common types of life insurance and what […]