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Daily Archives: July 5, 2023

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Three Phases of Business Continuation Planning

Business Owner/Self Employed, VideoBy Editorial TeamJuly 5, 2023

As a business owner, have you done everything you can to secure the future of your business? In this Small Business Minute, Nick Antonucci, CVA, CEPA, explains the initial steps to help ensure the survival of the business when you’re no longer in charge.

The Critical Consideration of Health Insurance for Non-Working Spouses in Retirement

Case Study, Featured, Insurance, Nearing Retirement, RetirementBy Editorial TeamJuly 5, 2023

Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.

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