by oakcrestuser | Dec 18, 2023 | Insurance
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2023 study conducted by Life...
by oakcrestuser | Nov 22, 2023 | Insurance, Retirement Planning
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
by oakcrestuser | Sep 29, 2023 | Healthcare, Insurance
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors, or is your doctor no longer...
by oakcrestuser | Sep 15, 2023 | Insurance
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it comes to your health, Medicare may be...
by oakcrestuser | Nov 8, 2022 | Insurance
Vacation home sales rose 57.2% year-over-year by June 2021, much higher than the 20% increase in existing home sales.1 When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home. The...
by oakcrestuser | Sep 27, 2022 | Healthcare, Insurance
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors, or is your doctor no longer...
