Educate, Encourage, Empower

The A, B, C, & D of Medicare

March 12, 2019

Breaking down the basics & what each part covers.

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come...

Traditional vs. Roth IRAs

March 5, 2019

 

Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a...

Bad Money Habits to Break

February 26, 2019

Behaviors worth changing.

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these...

Social Security by the Numbers

February 19, 2019

Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.    

Social Security has been a pillar of retirement life for several decades, but how much do you really know...

ABLE Accounts for Loved Ones with Disabilities

February 5, 2019

More Families Should Know About These Tax-Advantaged Savings Vehicles

Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings...

The Value of Insuring Against Life’s Risks

January 29, 2019

Building Wealth Requires Protection From The Forces Of Wealth Destruction

When you are planning for your future, what do you think about? You may think about your retirement, enjoying having the...

When a Family Member Dies

January 22, 2019

A Financial Checklist For The Most Difficult Of Times

The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather...

An Executor Checklist

January 15, 2019

The Steps You May Need To Take To Fulfill A Major Responsibility

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of...

When a Windfall Comes Your Way

January 8, 2019

What Do You Do With Big Money? 

Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may...

Putting A Price Tag On Your Health

January 2, 2019

Being healthy not only makes you feel good, it may also help you financially.

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the...