I hope you take time this summer to really immerse yourself in time with your loved ones. And if your loved ones ever complain about health insurance, you know that's an easy $100 in your bank account. Simply give them an email introduction to me. I will deposit $100 via ACH payment in your bank account every quarter for every referral that converts into a client. As always, big thank you from my heart for fueling my business with fantastic referrals How to refer someone: Just share this...

The planner in me wants to help the planner in you! If you’re a planner, you know that last-minute decisions can be costly—especially when it comes to health insurance. Even if you’re not ready to enroll just yet, a consultation with me now gives you the chance to map out your options (with quotes!), understand key income thresholds, and avoid unexpected tax surprises. Whether you’re anticipating: A job change, such as going from a W2 to a contract role, A shift in household income (up OR...

I'm officially back at my desk and taking all consult calls! My first order of business is to clear up the confusion around UnitedHealthcare. There’s a lot of buzz surrounding UnitedHealthcare right now—from the CEO’s death to reports of employee buyouts—and we’ve seen a major influx of people wondering how (or if) this affects their insurance coverage. The reality is no, the events taking place do not impact the actual coverage you do or can receive from UnitedHealthcare. Your health...