identity theft

Identity Theft and Your Tax Returns: What To Do if It Happens to You

  As a follow up to our recent blog post, “Five Warning Signs That It’s NOT the IRS Calling,” a handful of SageBroadview clients and others have let us know that they have experienced another form of fraud. Some have received mailings from the IRS (the real IRS), alerting them th
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IRS Phone Scam

Avoid Being a Tax Scam Victim: Five Warning Signs That It’s NOT the IRS Calling

While the Internal Revenue Service may not be your favorite Federal agency, criminals falsely posing as IRS representatives are unquestionably the much greater enemy. As time and technology march on, scammers have been setting increasingly treacherous traps for swindling taxpayers’ as
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supplemental life insurance

Making the Most of Supplemental Group Life Insurance

Employer-sponsored group life insurance can be a nice perk to help ensure that your loved ones are well cared for in the event of your untimely death. Most plans offer basic coverage at no cost to employees, along with supplemental coverage you can purchase at group rates. What are th
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Managing Insurance Costs When Your Teenager Drives

Managing Insurance Costs When Your Teenager Drives

My son Dominic is 18 and a high school graduate, as of this week! Knock on wood, he’s had only one near-miss since he began to drive. Only days after receiving his permit, he and his dad were driving to school when a kamikaze deer leaped in front of the car. Devon, his younger brother
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A Sage Eye to Spy Insurance Gaps and Overlaps: A Case Study on Disability Coverage – or the Lack Thereof

A Case Study on Disability Coverage – or the Lack Thereof

In our last post, “The Ins and Outs of Insurance Coverage,” we described some of the ways an objective advisor can help you select from the wide range of good, bad and occasionally ugly insurance possibilities available. In this post, we share a case study, revised with permission fro
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A Sage Eye to Spy Insurance Gaps and Overlaps Part I: The Ins and Outs of Insurance Coverage

The Ins and Outs of Insurance Coverage

“This is a very complicated case, Maude. You know, a lotta ins, a lotta outs, a lotta what-have-yous. And, uh, a lotta strands to keep in my head, man. Lotta strands in old Duder’s head.” — Dude Lebowski, “The Big Lebowski” In the cult classic, “The Big Lebowski,” the Dude was referri
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Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage

Taking a Second Look at Your Current Liability Coverage By Guest Author Rocco Esposito, Esposito Insurance Group Most current standard home, condominium and renters’ insurance policies include liability coverage to protect you against some of life’s usual suspects at home and afield.
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Pension Maximization for Pre-Retired Families

Pension Maximization for Pre-Retired Families

When my husband Dave retired from GE last summer (although he’s hardly kicking back), we faced a number of important decisions, not the least of which was what to do with his pension. Even with my financial credentials, we decided to call in a specialist to help us weigh the choices a
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Long Term Care

Coming Soon to Women’s LTC Insurance: Higher Costs, Stricter Approval

There’s nothing like a deadline to spur completion of important overdue action items. If you’ve been procrastinating on securing your or a love one’s Long Term Care insurance (LTCi), two impending changes should serve as critical calls to action – especially for women. In mid-April, l
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