Blog
Blog
Your Questions Answered: Should I Take Out a Home Equity Loan or a HELOC?
Kyle and Jenn purchased a historic home in the northeast. Owning a historic home can be a bit like the opening line of “A Tale of Two Cities”. If you don’t get the reference, you can hit Google after we are done. But Kyle and Jenn realized after living there a couple...
Your Questions Answered: How Are Your Clients Handling This Market?
Several weeks ago, the US stock market experienced some turbulence. In fact, in the span of just a few days, the Dow Jones Industrial Average saw a decline of 2,000 points give or take, or about 5%. I was at a party somewhere about that time, and someone who knows...
Your Questions Answered: Do You Work for a Financial Firm or Insurance Company?
I was at a dinner party on Saturday night and during a conversation, another guest became aware that I work as a financial advisor. Upon hearing this information he asked, “What company do you work for?” This is a reasonable question since all manner of financial...
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.