Articles, resources, and tips to support your journey toward financial well-being
Medicare open enrollment for 2020 is from October 15 to December 7. Whether this is your initial enrollment or you simply want to make a change, the options can be…
Read More about: Is There Really a Difference Between Medicare and Medicare Advantage?
The time leading up to a presidential election can be nerve-wracking enough on its own. Add in the tumult from Covid-19 and recent market volatility, and it’s no wonder that…
Read More about: How Can You Take Control During These Chaotic Times?
October starts the fourth quarter of the year. In the business world, top companies kick-off “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s…
Your plans for the future are really a story that you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sending your…
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue to stretch our resources. Millions of people…
Read More about: Can I Still Use My Money for Good During These Challenging Times?
As we enter the home stretch of the U.S. presidential election, you may be worried about how the outcome could affect your investments. Who will win? What new policies should…
Read More about: Are You Anxious Over the November Election?
Covid-19 has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. The pandemic…
The coronavirus pandemic has put all our short-term needs front and center. For most of us, we’ve encountered new challenges like virtual work meetings, online student learning, and drastic changes…
Read More about: How Can I Use This Pandemic as a Catalyst for Change?
In a May article by Kevin Mahn, he analyzed the first 100 trading days of 2020. Of those 100 days, 53% have been “up days” while 47% of them have…
When clients first begin working with us, they are surprised by how our planning process starts. We don’t begin by talking about IRAs, 401(k)s, or how much you’re saving. Instead,…
Read More about: Financial Planning is About Making Your Life Plan a Reality
