Insights

Provided by Tiana Holz, CPA Director of Lakeshore Tax Consulting

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage in the meantime.

Politics ignite powerful emotions, and since emotions dominate the short-term direction of asset prices, politics can impact the stock market. But how much influence do Presidents really have over the long run?

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

According to a recent survey, medical expenses cost young adults $2,000 a year on average - and more than quadruple that by retirement. Should you consider utilizing a HSA or HRA to help offset these costs?

In this interview with attorney Bob Mondo, we discuss the importance of estate planning within our process at Lakeshore. Then Bob discusses the drawbacks of a Will and the benefits of having a Trust in place. Be sure to listen to the end as Bob highlights common mistakes made and how to avoid them.