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Tuesday, October 15, 2019

Unfortunately, it’s a very real possibility that you or someone you love may need long term care at some point. Your retirement savings may have to go toward that care, but you will want to ensure that this money is protected. A...

 

Tuesday, October 15, 2019

It’s that time of year again for Medicare’s Open Enrollment! Are you ready? If you are new to Medicare then it’s important to know that Open Enrollment occurring in the Fall is only designated for changes to be made...

 

Tuesday, October 1, 2019

The largest wealth transfer in the history of the world is currently in process. It's estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many of them will pass of the...

 

Sunday, September 22, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They know that many people...

 

Sunday, September 22, 2019

Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you're one of those people who want to retire, the question arises of when a good time to retire might be....

 

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Saturday, September 7, 2019

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October...

 

Monday, September 2, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing the importance of buying life...

 

Tuesday, August 27, 2019

There has been a lot of chatter recently by economists and news outlets using the word “recession”. Understanding that it could happen and understanding how to handle it are different matters. If you are one of those...

 

Saturday, August 17, 2019

Raising children is something often done by parents in the prime of their life, typically between the ages of 20 and 50. By the time retirement comes around, most of the children are off on their own, leaving the parents to finally...

 

Sunday, August 11, 2019

Looking back at the past few weeks, the market has made some investors nervous. Market volatility can lead to some serious stress but what are the best ways to respond to this uneasy feeling? When dealing with market volatility, it's...

 

Tuesday, August 6, 2019

When couples get married the finances are typically left to one person. It is rare for both parties in a marriage to handle the finances together. In some cases, it is the wife that is leaving the husband to handle all financial issues...

 

Tuesday, August 6, 2019

This topic is not comfortable for everyone to talk about but planning now can make a world of difference later. More than a third of long-term care residents are younger than 65 years of age. This statistic reminds us that we should...

 

Monday, July 22, 2019

With all of the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial...

 

Monday, July 15, 2019

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire! You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years. Slow down...

 

Monday, July 8, 2019

Building your dream home for retirement is not an uncommon goal many Americans have. However, just because it's a common dream doesn't mean it's an appropriate dream for a large portion of the population. Sure, you may have several...

 

Saturday, June 29, 2019

When it comes to retirement savings, one of the best options available to those who don't have a workplace retirement plan is an IRA. These savings vehicles allow for future retirees to save up to $6,000 per year in a tax-advantaged...

 

Sunday, June 23, 2019

The Forty-hour work week paired with a busy schedule tends to be a recipe for stress and burn out. While practicing daily self-care in small increments is an important piece to preventing burn out, periodically taking a prolonged break...

 

Monday, June 17, 2019

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his...

 

Sunday, June 9, 2019

Planning for retirement allows for many considerations and avoiding Probate is one of them. The good news is if own a retirement account and have named beneficiaries, the account does not have to go through the probate process in most...

 

Sunday, June 9, 2019

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently passed in the House of Representatives by a margin of 417-3 last Thursday. The bill is slated to be successfully ratified into law by the U.S. Senate...

 

Sunday, June 2, 2019

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently passed in the House of Representatives by a margin of 417-3 last Thursday. The bill is slated to be successfully ratified into law by the U.S. Senate...