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. What is the difference between Medicaid and Medicare? Medicare is a federally funded healt…
It’s getting toward the end of the year, and that means all sorts of things. Mainly it means that it’s time to make sure you have all your financial ducks…
Few things are more thrilling for investors than finding out a highly successful company is about to hold an Initial Public Offering (IPO). Simple rumors seem to push them into…
The investing world is comprised primarily of uncontrollable factors like stock prices and tomorrow’s market movements. That’s why it’s so important to be aware of the areas you can control…
You’ve probably heard a realtor or businessperson tell you that the three most important factors in determining a property’s value are location, location, and location. It seems crazy when you…
People are self interested. This expresses itself in a whole bunch of different ways (including doing things that make us feel like we’re not self interested), but we are all…
No one really likes risk. We all can deal with it, but that doesn’t mean we want to. Yes, there are people who live to jump out of airplanes and…
We’ve talked a lot in the past about the new fiduciary rules that will start to come into force in April, and just how important they are. While it seems…
Risk is a really tricky concept to get your hands around. We all kind of intuitively understand it—at least intellectually—but actually dealing with it can be tough. Unfortunately, dealing with…
When it comes to controlling investment costs, there is a lot of advice out there—some simple, some more complex. Today, I want to talk about one of the more “simple”…
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