AddSum Balance Planning that makes Cents

04/09/2026

Did you know life insurance can do more than provide a death benefit?

Learn how cash value and policy loans may offer financial flexibility from expert tips by National Life Group.

Learn more: https://bit.ly/4mCcpcB

04/08/2026

We budget for entertainment. We invest in convenience. And more and more, we’re prioritizing something even more important: security. This Financial Literacy Month, take a moment to consider what peace of mind is worth to you… and take a step toward protecting it.

04/08/2026

Filed your taxes and didn’t provide valid bank information? Log into your Online Account to add it and get your refund faster. IRS.gov/directdeposit

04/07/2026

The alerts taxpayers to fake tax deduction calculators and online software exploiting the new tax laws under the One, Big, Beautiful Bill. Scammers may try to trick ineligible taxpayers into falsely claiming these new or expanded tax credits and deductions. The IRS urges you to protect your financial information and only use official, trusted sources for tax calculations and information.

These guidelines explain how: https://ow.ly/EveY50YBj5a

04/01/2026

Expecting a tax refund this year? Let's make it work for you.

Your tax refund is more than “extra money.” It’s an opportunity to strengthen your financial foundation — and we can help you start.

Learn more: https://bit.ly/4vmo8zZ

03/30/2026

Call me today

The reminds retirees who turned 73 in 2025 that they may need to take their first retirement plan required minimum distribution by April 1, 2026. Find out more: IRS.gov/RMD

03/14/2026

03/12/2026

The Smartest Healthcare Strategy Is Layered: Part 4 of a 4-Part Series:

If this series has made one thing clear, it is this:

Coverage alone is not enough.

The old model has left too many people dealing with:

high costs
limited access
confusing bills
real coverage gaps

That is why MyPremierPlans deserves a serious look.
Let’s be clear: MPP is not full major medical insurance.
It is not being presented that way.

But for the millions of people who cannot access traditional coverage, cannot reasonably afford it, or still have major gaps even when they do have some form of coverage, MPP is not just a viable option.

It is a strong and practical alternative.

Because access matters.

Being able to connect with care, use telehealth, access urgent care, and tap into prescription-related value helps people stay healthier and deal with issues earlier. And where additional protection is needed, MPP can work alongside partners such as Manhattan Life and solutions like Affordable Choice to help create a broader safety net. That is not a weakness.

That is smart design.

If you are satisfied with the status quo, MPP may not be for you.

But if you are serious about disrupting broken healthcare assumptions and implementing smarter solutions, it is time to take a closer look.

03/09/2026

You pushed your clocks forward...what about your retirement planning? ⏰

Reviewing your retirement plan only takes a few minutes. Let's work together to find your best options.

03/09/2026

Coverage Alone Isn’t Enough: Part 1 of a 4-Part Series

A lot of people have health coverage on paper… but still struggle to actually use it in real life.

High deductibles.
Delayed appointments.
Confusing bills.
Out-of-pocket stress.

That is the gap too many families are living in.

Yes, healthcare reform helped expand coverage for many people. But it did not solve everything. Millions are still uninsured. And millions more are insured, yet still feel exposed when they actually need care.

That is why models like MyPremierPlans Direct Primary Care matter. Not because they do everything. But because they help solve something very important:

real access to routine care people can actually use.

That matters.

Because when people can get care earlier, easier, and more affordably, everybody wins.

Next in Part 2: why some of the loudest critics of DPC are not exactly neutral.

02/23/2026

Let me be your trusted Insurance and Tax Specialist — because your protection and your finances should work together, not separately.

02/17/2026

have different levels of skill, education and expertise. The searchable directory provides a list of preparers with credentials or select qualifications in your area and can help you choose someone to work with. Learn more and get started at www.irs.gov/taxprodirectory.