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10 Common Medicare Mistakes

10 Common Medicare Mistakes

Clients often ask us for help with Medicare planning. The rules can be confusing, and making assumptions can be costly. Cardan Capital Partners Co-Founding Partner Marti Awad recently teamed with Carol Janz Booth of Group Insurance Analysts Inc., to share some common...
Update:  The Insiders’ View of the Biden Tax Proposals

The Biden Tax Plan – Highlights

President Elect Joe Biden’s campaign platform includes proposed tax changes which could negatively impact high net worth taxpayers. With wins by the Democrats in the two Georgia Senate runoff elections, it is now more likely some of the proposals may pass. Of course,...