Insurance & Estate

June 1, 2024

Health Sharing as an Alternative to Health Insurance

By Tanner Doudna              Health expenses are often one of our largest monthly bills. Between insurance premiums, doctor’s visits, etc., it’s […]
September 1, 2023

Gift Tax Confusion

By Christopher Daunhauer I’ve had several clients in the past year mention in passing that they would enjoy giving significant amounts to their children or grandchildren […]
November 1, 2022

Shopping for Medicare Plans

By Tanner Doudna One of the deciding factors for many considering retirement is the available health insurance options. We often see people considering working until age […]
May 1, 2022

Transfer on Death Deeds to Real Estate

By Chris Daunhauer One of my all-time favorite clients died early last month (my mother-in-law) at age 95.  After a few weeks to recover from that […]
June 1, 2020

The Basics of Estate Planning

Tanner dives into the basics of estate planning including his “big four”.
December 1, 2019

The Role of Insurance

Insurance is a big part of your financial life now and it always will be. In this video Tanner compares insurance to defense in sports and […]
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