Gwendolyn Jones Life & Medicare Insurance Broker

09/02/2025

09/01/2025

Welcome and thanks for visiting! Feel free to reach out at anytime!

09/18/2023

Perspective: Once you unbelieve what you didn’t know in the first place, the next step is to simply listen to someone who knows!

09/16/2023

Perspective: Do you KNOW “What”, you’re saying NO to?

09/15/2023

Perspective: Sometimes increasing your income is more about budgeting than getting another job!

09/13/2023

Perspective: When you set your goals, determine what you’ll need to know in order to reach “THOSE” Goals!

Inspired by

11/10/2022

Three common misconceptions prevent people from taking action on developing an estate plan, but by learning more, you can choose the path that’s best for you.

When it comes to estate planning, there’s a large knowledge gap between what people think about estate planning and what it actually means.

11/10/2022

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $12.92 million in 2023, increasing the amount of wealth you can transfer tax-free to your heirs.

Inflation means that well-off folks will be able to transfer much more to their heirs tax free during life—or at death.

11/08/2022

Have you applied for student loan forgiveness yet? If not, here’s how you can prepare for the process and check your eligibility.

The Biden administration's federal student loan forgiveness program, unveiled to great fanfare in August, has run into some bumps getting up and running -- including multiple lawsuits that aim to...