2020 Year-End Financial Check List
Here are several simple year-end tax planning ideas to consider before you ring in the new year to improve your personal finances.
Medicare: Understand Your Options and Meet the Deadlines
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!
Property and Casualty Insurance: What You Need to Know
Property & Casualty Insurance: What You Need to Know Property and Casualty insurance protects against loss related to things that you own (Property) as well as things that can happen to others because of [...]
Top 7 Financial To-Do’s After a Divorce
Top 7 Financial To-Do's After a Divorce You have just signed your divorce papers and are now ready to put all the stress of the long and complicated process behind you. Emotions ranging from [...]
Cryptocurrencies
Cryptocurrencies The news is full of stories on “cryptocurrencies” – from the well-known Bitcoin to the infamous Dogecoin. But what are cryptocurrencies? Is this the new wave of the future or the next Beanie [...]
The CARES Act Summary
The CARES Act Quick Summary: Government Stimulus in Response to the COVID-19 Pandemic The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates [...]
Complexity of Retirement Planning
The Complexity of Retirement Planning THE QUESTION ISN’T WHO’S GOING TO LET ME...IT’S WHO’S GOING TO STOP ME – Ayn Rand After graduating college, typically you begin a career and [...]
Stocks vs. Bonds
Stocks vs. Bonds Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should [...]
Long-Term Care Insurance
Long-Term Care Insurance On average, an American turning 65 today will incur $138,000 in future long-term care costs1. One in seven adults will have a disability for more than five years, and the median [...]
Difference Between Growth & Value Stocks
The Difference Between Growth & Value Stocks The stock (“equity”) market contains a vast universe of companies, all of which display varying attributes and fundamentals. As a result, investors have created numerous different [...]