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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, October 31, 2017

ACA Open Enrollment Season Is Here After a November 1 start, the window closes December 15.Provided by Jennifer Dyson, Roop Financial Account ManagerThis fall, the annual enrollment period to sign up for health insurance is shorter. In...


Friday, October 13, 2017

Retirement Plan Trusts These tools can shield inherited IRA assets from lawyers and creditors. Provided by Walter W. Roop CLU®, RHU® |Financial Advisor* Inherited IRA assets are vulnerable in bankruptcy proceedings. Many older...


Friday, August 18, 2017

Smart Ways to Prepare For Your Life Insurance Medical Exam Presented by Tyler Roop, Operations Manager


Thursday, August 17, 2017

SIGNING UP FOR A HEALTH INSURANCE PLAN DURING OPEN ENROLLMENT If you want to buy a health plan or change the plan you have, what do you do? Presented by Jennifer Dyson, Group Accounts Manager Newly-elected President Trump and the...


Wednesday, August 16, 2017

WHAT TO DO FINANCIALLY WHEN A SPOUSE DIES Steps to see that financial matters remain in good order. Presented by Walter Roop CLU, RHU When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This...


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Sunday, August 13, 2017

Medicare Enrollment Options for 2017-18A summary of what you need to know. Provided by Alicia Spurlock MBA Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries...


Sunday, August 6, 2017

Will You Be Prepared When the Market Cools Off?Markets have cycles, and at some point, the major indices will descend. Provided by Walter W. Roop CLU®, RHU® | Financial Advisor* We have seen a tremendous rally on Wall Street,...