Jonathan Geissler July 22, 2020 No Comments

What You Need to Know About Long-Term Care Insurance

Source: daveramsey.org   Long-term care can be an emotionally charged topic. After all, no one wants to think about themselves or their loved ones being incapable of living on their own. But if you want to make a smart financial decision and protect your nest egg, long-term care insurance is a must. Take Joe and […]

Jonathan Geissler May 15, 2020 No Comments

Estate Planning Tips for Young Adults

Most young adults in their 20s and 30s are not thinking about estate planning. But making important decisions well in advance can provide peace of mind and help cut down on unnecessary costs. To help you make the best decisions possible, here are the top estate planning tips you need in your 20s and 30s. […]

Jonathan Geissler July 22, 2019 No Comments

Unfreeze Your Credit Before Applying for Insurance

Did you know that in the state of New York, if one or more of your credit reports is frozen when applying for an insurance policy, you could end up with a higher quote, and, ultimately, a higher premium? That is because you would not be able to earn any discounts for having a good […]

Jonathan Geissler August 23, 2018 No Comments

When and How Much Money Should You Invest

This blog post has been provided by Christopher Piekarz, Marketing and Administrative Intern, Summer, 2018 You just graduated from college and have your first full-time job lined up.  If you’re lucky, your new employer may put some of your income into a 401k and/or Roth IRA. However, as an entry level employee, that is very […]

Jonathan Geissler January 3, 2018 No Comments

An Insurance To-Do List for 2018

Improving Your Financial Health   Let’s face it — your New Years resolution to eat healthier, exercise more, or work a little less doesn’t always last the full calendar year. There are, however, several steps you can take right now that will have long-range, positive implications on your financial health. Insurance serves as a financial […]

Jonathan Geissler October 23, 2017 No Comments

Product Recalls: Are You Covered?

Recalls Don’t Have to End Your Business   A manufacturer’s main focus is to produce quality products that consistently meet or exceed customer expectations. Unfortunately, even for the very best, things can go wrong, whether it’s a storm delaying delivery, a defect with raw materials, or a manufacturing process breakdown. If the unexpected happens, there […]

Jonathan Geissler August 11, 2017 No Comments

Managing Your Product Liability Risks

A product lawsuit can completely destroy a company, even when the complaint is entirely frivolous. Every year, defective, faulty, contaminated, or misused products cause serious injuries, accidents, property damage, business interruption, and oftentimes negative publicity and loss of goodwill. Making sure your product is safe from risks can seem like an overwhelming task. However, the […]

Jonathan Geissler July 28, 2017 No Comments

Boost Your Credit Score to Lower Insurance Rates

Credit scores are used so lenders can predict how likely a borrower is to repay a loan or make payments on time. Where your credit lies will impact your insurance rates. WHY does credit score affect insurance premiums? Research shows that people with low credit scores pose more of a risk to insurance companies than those with […]

Jonathan Geissler July 12, 2017 No Comments

Online Shopping Safety Tips

It is important to take steps to protect yourself when shopping online   As consumers in this digital age, we open doorways to cyber attacks whenever we shop online with more of our personal information exposed and tied to corporate retail data. With that in mind, here are some quick tips to ensure a safe online shopping […]

Jonathan Geissler June 28, 2017 No Comments

Estate Planning | Judelson, Giordano and Siegel, CPA, PC

Judelson, Giordano and Siegel, CPA, PC is more than just a highly respected Hudson Valley accounting firm; they are business advisers, reaching beyond the numbers to address core business concepts and operational matters that impact the growth and protection of their clients’ businesses and assets. When they accepted our request to share their wisdom with […]