Over recent years, identity theft and fraud have become enormous concerns. In most cases, if a thief obtains your Social Security number, name, and address, they can do major damage to your credit report and financial life. Due to these problems, Medicare has decided t...
The IRS recently notified tax professionals of a new scam that frequently targets life insurance and annuity policy owners. As part of our continued dedication to protecting our clients, we thought it was important to warn you about these con artists.
When you turn 65, you will become eligible for Medicare. This is great news for retirees or soon-to-be retirees, because the tax-funded program helps enormously with the cost of healthcare for those over 65. But as your 65th birthday approaches and you begin the enroll...
Once you sign up for Medicare at age 65, you aren’t locked into a particular program for life. Each year during the Annual Election Period, which functions like an open enrollment, you can evaluate your current plan(s) and make changes that benefit you.
There's no doubt about it: Everyone needs a life insurance policy. Yes, even young healthy people, with no dependents, need at least a basic policy that will cover final expenses. But as we all know, our coverage needs increase dramatically as our lives become more com...
Back when you first researched your life insurance options, a term policy might have seemed like the better deal. It featured lower premiums than the permanent policies of a similar value, and you weren't too worried about needing the benefits any time soon. So, you si...
The Real Housewives of Orange County OG recently opened the doors on a brand-new outpost of Coto Financial. And to celebrate the occasion, Vicki was on hand for a ribbon-cutting ceremony. "My grand opening celebration was a huge su...
