Here is a short video about Long Term Care from Mutual of Omaha, one of the many carriers we represent.

Peachie and Marina talk about global financial planning and some things to think about before becoming a US citizen. Learn about tax requirements, financial considerations and insurance planning if you are a Swiss American living in the US or a Swiss citizen living in the US. Curious about Comilon...

Just Peachie Show's podcast version is now live on Apple Podcast for your listening pleasure. Google and Spotify coming very soon.

Women Empowering Women in Nocatee continues to grow. We held our 3rd event/first conference at the Link. We had amazing speakers. Ponte Vedra Recorder wrote a nice article about the group.

What is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors? What is a fee-only advisor? How do financial advisors get paid? Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®. In this episode, they will an...

Find out what consumers control, which factors have a big impact on insurance pricing and some things to consider when planning for the unexpected.

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the fourth one of a 5-part series dedic...

September is well celebrated in the insurance industry as the Life Insurance Awareness month. This year, Jacksonville's mayor did something awesome!

Is estate planning just for the super wealthy? When and how do I get a will done? What is a trust? Peachie interviews esteemed estate planning attorney Bill O'Leary. In this inaugural episode, they demystify trusts, wills and estates for you.

An excellent financial planner understands that business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future then they know the various roles insurance play in these situations. This is the third one of a 5-part series dedica...