Understanding Medicare
Understanding Medicare The whole Medicare process can be overwhelming and confusing. It’s important to understand the different plans and options available. Check out this month’s blog to help determine what is appropriate for you! Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today. Want more […]
Continue reading ›Long-Term Care Planning Facts
Top 10 Facts to Know About Long-Term Care Planning! November is National Long-Term Care Awareness Month, an event recognized by Congress and a number of States. To mark the occasion, here are 10 interesting facts shared by the American Association for Long-Term Care Insurance. # 1 – Americans are living longer, in large part due […]
Continue reading ›The Passionate Investor Q3 2020
Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.93% (including dividends; -5.57% YTD) and the Barclay’s Capital U.S. Aggregate Bond index increasing 0.62% (+6.79% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +4.93% (-8.69% YTD). Value outperformed growth during the […]
Continue reading ›National Savings Day!
National Savings Day! Today is National Savings Day! It is important to make sure you’re maximizing your cash flow so that it works for you. Check out some helpful tips below for ways to help make saving a part of your lifestyle. Review your Cash Flow: Be strategic in the way that you build your […]
Continue reading ›Financial Planning Month
October is Financial Planning Month! While finances are apart of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Take the time this month to review some of the key aspects to your financial picture, especially those that you may revisit regularly. Questions and […]
Continue reading ›Health Savings Account
Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Contact us to learn more about how we help clients evaluate their savings options and if a Health Savings Account might make sense for them. Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss […]
Continue reading ›Understanding the Differences between a Roth IRA and Traditional IRA
If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. Contact us to learn more about how we help clients evaluate their savings options and if a Roth conversion might make sense for them. Questions and Consultations If you […]
Continue reading ›Quarantine-Friendly Activities for Kids this Summer
Summer is going to be a bit different this year due to quarantine and the ongoing impact from Coronavirus. With the kids home even more than usual during the summer months you may looking for some summer activities to keep them busy. Check out some quarantine-friendly activities that the whole family can enjoy this summer. […]
Continue reading ›What to Do If You Have Been Laid Off or Fuloughed
COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security on the line for so many people, it is important to […]
Continue reading ›Meet Our Summer 2020 Interns!
Help Us Welcome Our Interns We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays. Bailey Schwab Education Bailey is a rising junior at Johns Hopkins University majoring in Applied Mathematics & […]
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