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Frequently Asked Questions
When should I contact an accountant?
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
What are my options for raising money?
Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!
How can I know which accountant is right for me?
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"
When I turn 65, will I automatically be enrolled into Medicare?
Some people get Medicare automatically, others have to actively sign up -- it depends if you start getting retirement or disability benefits from Social Security before you turn 65.
With so many plans, how do I know which one is right for me?
Caretta is a skilled, licensed broker, she is dedicated in assisting clients thoroughly review the different plan types to assure you are making an informed decision to fit you health need.
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Why do I need life insurance, I cannot enjoy it when I'm gone?
Life insurance should not only cover your final expenses, it also protects you while you're alive. Buying life insurance protects your spouse and children from the potentially devastating financial losses that could result if something happened to you. It provides financial security, helps to pay off debts, helps to pay living expenses, and helps to pay any medical or final expenses.