Blog
Blog
1% Better?
Would you like to achieve a 37X change in your life by this time next year? According to productivity expert James Clear -- and a little bit of math -- that's how big of an impact just a 1% daily improvement can make over time. Of course, the reverse is also true:...
Your Questions Answered: Are My Investments FDIC Insured?
Recently a long-time client sold a vacation home and placed the proceeds in her brokerage account. While on a Zoom call along with her son and daughter, she asked me if her account was FDIC insured. I wish this was a simple yes or no answer, but it’s not. Now, the...
Your Questions Answered: Are College Expenses Tax Deductible?
We are always happy to provide a second opinion to friends and family of existing clients. On a recent Second Opinion discussion, we were asked if college expenses are deductible. College expenses are no longer tax deductible but some are eligible for a couple of tax...
Advice For Life
How Medigap Choices Have Changed
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.
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.
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…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.