Blog
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article. Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social Security Disability Insurance (SSDI) for a...
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investments, that great debate asks...
Social Security: Five Facts You Need To Know
Here are five facts about Social Security that are important to keep in mind. Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are...
Building Your Legacy
A four-step framework for building a personal legacy. Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.Shannon L. Alder The desire to leave a legacy may be the height of altruism for it is a...
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a...
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are. Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you...
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective. What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the...
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education. Preparing for college while still in high school can be difficult for even the most academically-minded student. These days, you need to excel in the...
Kids & Money
Tips for setting up children for financial success It’s the time of year when many parents are sending kids off to college to start newly independent lives full of exciting opportunities – new classes, new friends and many new opportunities. It may also be one of the...
