Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Planning for Medicare

Planning for Medicare

If you are quickly approaching the age of 65, it is time to evaluate whether or not to move forward with Medicare coverage. While you may be comfortable and use to private insurance coverage, making the transition to Medicare might be a good fit for yourself and your...