Resource Planning – The Financial Analysis Part 3

Resource planning for your child after you are gone is a straightforward process. Essentially you need to plan for expenses over and above their government benefits, and depending on the stability of their employment, their personal income. We discussed the first and...

How Medigap Choices Have Changed

What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.1 These changes only impact new...

Resource Planning – The Financial Analysis Part 2

Resource planning for your child after you are gone is a straightforward process. Essentially you need to plan for expenses over and above their government benefits, and depending on the stability of their employment, their personal income. We discussed the first step...

Next Steps When You Are Concerned About An Aging Parent

As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no...

Everyday Learning

It’s never been easier for adults to continue to learn after completing their formal education. Online universities, TED talks, “master classes,” podcasts, and even curated YouTube playlists put world-class professionals, teachers, and thinkers literally at our...