Archive: 2019 ()

012: Protect Your Assets – Make Sure You Have The Proper Coverages!

Patti asks the hard questions with insurance expert, Neale Boyle, to help determine what constitutes negligence and how to protect ourselves with insurance.

Posted 04/26/2019 06:00 AM

011: Optimizing Cost Saving Opportunities with The Affordable Care Act

Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!

Posted 04/12/2019 06:00 AM