We have moved our North Hills office to
2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Our Mt. Lebanon office location remains unchanged

Financial Insights

Category: Insurance Planning
Couple Planning for Long-Term Health Care

Smart Financial Strategies for Long-Term Health Care Planning

Financial Planning, Insurance Planning

Understanding the Financial Risk of Long-Term Care in Retirement When considering risk to an investment portfolio in retirement, most think of stock market risk. That risk can be mitigated with the appropriate investment strategy. However, long-term care is another major risk that can have a serious impact on your financial future, and it is one […]

Handling Long-Term Care Insurance Claims for Parents

Handling Long-Term Care Insurance Claims for Parents

Financial Planning, Insurance Planning

As your parents age, the need for long-term care can become an inevitable reality. Navigating the complexities of long-term care insurance (LTCI) claims can be daunting, but with the right approach and knowledge, you can efficiently manage the process. Understanding Long-Term Care InsuranceLong-term care insurance is designed to cover services that aren’t typically included in […]

8 Tips for Buying Travel Insurance

Insurance Planning

This time of year, travel plans are likely being made to see the changing leaves, celebrate the upcoming holidays, or just get away for a change of pace. When making these plans, travel insurance may be a topic that comes to mind more so now than in past years. With the constantly changing rules regarding […]