Monthly Archives: June 2024

InvestED | What is SUPER CATCH-UP?

It is officially Summer!  Favorite summer past times of grilling burgers, hotdogs, swimming, boating, gardening, camping and just spending time outside is here.  A staple in many American refrigerators in the summertime, and throughout the year, is Ketchup.  Ketchup has a way of giving those grilling favorites that much needed […]

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A Family Office’s Best Friend?

Over the years of working alongside a number of family offices, I continue to be impressed by the sincere care demonstrated for the family (or families) they serve. While we provide life insurance reviews, on-going service and marketplace insight on their current portfolios, we also strategize with family offices on […]

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PCORI Fees – What Are They and When Do I Pay Them?

PCORI Fees – What are They and When Do I Pay Them? One of the many requirements in the Affordable Care Act (ACA) is the Patient-Centered Outcomes Research Institute (PCORI) fee, an often overlooked but essential aspect of compliance. The PCORI fee is a charge imposed on issuers of specified […]

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