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Tuesday, January 18, 2022

Wednesday, November 10, 2021

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Tuesday, October 5, 2021

Every year people who already qualify for Medicare can make a changes to your coverage. This is also when people are bombarded by Medicare commercials, ads, mailers, etc. But it is a good time to review your coverage and consider...

Thursday, February 4, 2021

The main point of this post is to encourage people to plan on supplementing original Medicare with additional insurance. Choosing which type of insurance is best for your situation is one that I can help with based on a free...

Tuesday, December 22, 2020

Should you have a ROTH or a Traditional IRA? The answer is not as straight forward as you might think. Unfortunately, it depends on your current situation, expectations in retirement, and your outlook on the political and economic...

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Monday, April 20, 2020

Low and middle income tax payers can benefit from creating and/or contributing to an Individual Retirement Account. I know it doesn’t sound exciting. Many people understand the benefits of an IRA and being able to lower taxable...

Thursday, April 9, 2020

During the Covid-19 pandemic, we are reminded that our health remains one of the biggest risks. We plan for our future goals with the likelihood that we will remain healthy as one of the primary assumptions for making enough to save...

Thursday, February 27, 2020

The basic message of this post is to stay calm, develop a plan for long-term investing, and diversify your investments in accordance with a long-term financial plan. The outbreak of a novel virus and fears of its global spread...