We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. …
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Jump to a date: January 15 January 31 April 1 April 18 April 30 June 15 June 30 September 15 September 30 October 15 October 17 November 1 December 7...
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This article is an excerpt from our ebook “Taking Care of Your Finances While Taking Care of Your Aging Parents,” which you can download here. If you are “sandwiched” between…
You can now sign up for Obama’s myRA retirement account. The real question: Do you actually want to? For a small minority, it makes sense. In the President’s 2014 State…
The following article is an excerpt from our ebook “How to Develop a Successful Financial Plan and How an Advisor Can Help.” Think about your financial plan the way you might…
The headlines are dire: “Medicare Premiums to Soar/Spike/Skyrocket (insert eye-catching verb of choice here) For Millions of Seniors.” Some well intentioned folks are even spreading the myth that you should…
Divorce is messy. Chances are you and your spouse live in the same house and have built a portfolio together. Now you have to divide the wealth you’ve accumulated. This…
Living with a disability is expensive. You might have to purchase expensive assistive technology and/or make regular hospital visits. If you are living with a disability, incorporate these seven financial…
When children enter the picture, you need a far-reaching financial plan. But when your child has special needs, you need a financial plan that extends even further. Depending on your…
I just read through the 257-page, 2015 edition of the annual social security trustees report. Ok, maybe not the whole report. I skimmed over some most all of the boring…
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