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Monday, September 12, 2022

Your Assumed Rate of Return, Know the Fees in Your 401(k) & Adjusting Your Financial Planning Timeline. Let's assume your financial planning is way ahead of your friends. You have saved, invested well and paid off your debts.

Tuesday, September 6, 2022

Over the last few decades, we have become extremely driven towards fighting and ending cancer for good since the National Cancer Act was put into place in 1971. This October is Breast Cancer awareness month– in the United States

Monday, August 22, 2022

Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple...

Monday, August 15, 2022

If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a Special Enrollment Period (SEP). Use this guide to consider your options when preparing...

Monday, August 8, 2022

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social Security Disability Insurance (SSDI) for a certain amount of time, or under 65 and with...

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Friday, August 5, 2022

Breaking down the basics.Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions...

Wednesday, August 3, 2022

There are a number of ways to fill gaps in your Medicare coverage and/or to get assistance with Medicare costs:Job-based insurance: If you or your spouse is still working, and you have insurance through that job, it may work with...

Tuesday, July 19, 2022

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.What is a Living Trust?A living trust is created while you are alive and...

Tuesday, July 12, 2022

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...

Tuesday, June 28, 2022

Regardless of how the markets may perform, consider making the following part of your investment philosophy:Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over...

Tuesday, May 31, 2022

Sometimes we forget just how fragile a nest egg can be.When the economy tanked in 2008, retirees watched in horror as U.S. markets suffered historic losses. The Dow declined by more than 50%, its biggest drop since the Great Depression...

Wednesday, May 25, 2022

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock you, it is not...

Tuesday, May 24, 2022

It’s important to be task driven at work, but your mental and physical well-being should never suffer because of your daily tasks. Here are some questions worth asking yourself during a work day.How are you fueling your body?A...

Friday, May 20, 2022

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some things to consider.How much can my business afford to contribute?The cost of contributions may...

Tuesday, May 17, 2022

Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the...

Monday, May 16, 2022

In March 2020, about 804,398 new businesses had been created in the preceding year.1 All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business structure should I...

Tuesday, May 10, 2022

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...

Tuesday, April 26, 2022

Tuesday, April 19, 2022

Tuesday, April 12, 2022

Tuesday, April 5, 2022

Monday, March 14, 2022

Tuesday, March 8, 2022

Thursday, March 3, 2022

Monday, February 28, 2022

Wednesday, February 23, 2022

Tuesday, February 22, 2022

Monday, July 6, 2020

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF) poll found 45 percent of adults in the United States are feeling worry and stress related to the coronavirus....

Thursday, July 2, 2020

2020 is destined to become an indelible chapter in American history. In just six months, we have suffered a pandemic, encountered economic and financial disruption, and tackled civil justice issues. After all that, we deserve a...

Monday, June 29, 2020

As coronavirus restrictions ease and businesses reopen, the American economy should gain steam. Data released in May and June, including employment, payroll, and manufacturing numbers, suggested the economy may have hit bottom in April...

Thursday, June 18, 2020

Break out the socks and neckties! It’s time to celebrate your dad. See what you know about Father’s Day by taking this quick trivia quiz: 1. When is Father’s Day in the United States? a. Second Sunday in Mayb. Third Sunday in Junec....

Thursday, May 7, 2020

Whether they stay at home or work for a company, moms rarely have just one job. They’re event planners, coaches, interior designers, chefs, art directors, judges (and juries), housekeepers, maintenance supervisors, network...

Wednesday, April 15, 2020

If you have ever been flattened by a rogue wave while fishing or sunbathing on the shore, you probably recognize the emotional responses that have accompanied the pandemic wave crashing across the United States – shock, anxiety, and...

Thursday, February 27, 2020

There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was attached to the United States federal spending bill and signed into law...