Category Archives: Insurance

Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

Hello- We spent a relaxing weekend, mostly catching up on sleep as we are still recovering from our trip. On Saturday night, we attended a fun event at Sierra Vista Winery, in the foothills near Somerset. We enjoyed a lovely … Continue reading

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Helping Employees Access Health Care While Easing the Burden on Small Businesses… The Christine Chronicles

Happy St. Patrick’s Day! As an Irish Lass, both in ancestry and in spirit, March 17th is always a day I look forward to.  But I must say, like many other celebration days in the U.S., things seem to gone rather … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

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Affordable Care Act’s Employer-Shared Responsibility: Its Implications for Small Business Owners… The Christine Chronicles

Hello and happy Friday: I am adjusting from returning from a great vacation in San Antonio and Houston Texas visiting an old college friend. Somehow, I hurt my foot in that process although I don’t remember any specific injury. I’ve … Continue reading

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Signing Up for Medicare: The Facts For You or Your Parents Nearing Age 65… Christine’s Family Wealth Secrets

Happy Monday. Whew- it’s miserable out there.  And, things going the way they sometimes do, today is the day our office AC konked out.  Fortunately for us we work with Top Rank Air Conditioning and they are really great about … Continue reading

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When Is the Purchase of Long-Term Care Insurance Worth It?.. Christine’s Family Wealth Secrets

Hi: Hope you had a great Father’s Day. We had big plans to get active by going rafting. Alas, Dave was exhausted so we stayed in, watched movies and generally vegged. Daniel made a new version of Dave’s fav breakfast, … Continue reading

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Ways to Manage Increasing Healthcare Costs for Small Businesses… The Christine Chronicles

Hello: Today I’m out doing some marketing with my colleague Bill, in order to increase our business profile with potential clients.  While marketing can sometimes be a tedious adventure, we’re lucky today in that we’re out on the golf course, … Continue reading

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Can I Benefit from a Reverse Mortgage?.. Christine’s Family Wealth Secrets

Hi: Our Easter weekend was great!  Dave and I spent Saturday morning with Serena, Daniel’s girlfriend, just back from ASU and home for spring break. She is transferring to ASU, which I know makes both Daniel and Serena happy at … Continue reading

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How Do I Choose a Life Insurance Policy That’s Right For Me and My Family?.. Christine’s Family Wealth Secrets

Hi from Chicago: I’m here on business and enjoying the city.     I arrived yesterday from Phoenix where I spent time with Daniel and we were able to watch the ASU vs. Oregon game on Thursday (a good game … Continue reading

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Supreme Court’s Affordable Care Act Decision and Small Businesses… The Christine Chronicles

Hello- Happy Friday. Finished with my BFF’s wedding and now headed to Denver for training this weekend and part of next week.  Daniel begins a short quarter break, and will thus join us in Denver. I spent little time with … Continue reading

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