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 ›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 ›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 ›Quarantined at Home?
We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you can do to be productive? Check out some things […]
Continue reading ›Congress Passed a Stimulus Package – Now What?
We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]
Continue reading ›Aging at Home as Part of a Village
The Baby Boomer population is aging, and with their retirement is on the horizon, many are giving more thought to where they will be living during retirement years, accessibility to medical care and social circles. With many seniors preferring to “age at home” rather than a typical nursing facility, there has been a development of […]
Continue reading ›What the SECURE Act Means for You
As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]
Continue reading ›Ways to Cut Wedding Expenses
Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]
Continue reading ›5 Money Lessons to Teach Kids at Different Ages
Teaching your children about money can seem like a grueling task since it is not something that is covered in school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by working money concepts into your children’s games, choices and goals […]
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