Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood.
Advice For Life
Handling the Curve
No matter how thorough our planning is, life inevitably tosses curveballs at us.
5 Highlights of the New Stimulus Package
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic…
New Distribution Period Tables
As much as you would like to, you can’t keep your money in your retirement account forever.
How to Make Your Empty Nest Time a Prime Time in Your Life
An empty nest fills some parents with sadness and loneliness.
How to Ensure Your Life Wishes Are Addressed Through Effective Estate Planning
Planning for a nest egg that will keep you independent and fulfilled when you stop working?
Phasing into Retirement
There are many reasons why people who could retire are hesitant to do so.
Giving – Doing Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff.
Enjoying the Holidays During a Pandemic
At the time of year when we want to be closest to our loved ones, Covid-19 is still making it difficult to spend time together.
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.