IT'S ALL ABOUT MONEY MANAGEMENT
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Social Security: Five Facts You Need to Know
April 2024 - Social Security can be complicated—and as a result, many individuals don’t have a full understanding of the choices they may have.
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How Travel Insurance Saved My Life
February 2024 - Imagine embarking on a dream vacation with friends, only to face an unforeseen medical emergency on the very first day. That’s what happened in Italy, where a stroke threatened to turn our vacation into a financial catastrophe. Little did I realize that our travel insurance would become the trip’s unsung hero.
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Reviewing Your Life Insurance Needs
January 2024 - If you have a life insurance policy that you haven’t reviewed recently, it may no longer align with your current needs. That is why reviewing your life insurance periodically may be a good approach.
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Things to Consider Before Saying Goodbye to 2023
December 2023 - Even if your year has been relatively uneventful, December is still a good time to get cracking and see what changes may need to be made before we usher in 2024.
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Things You Can Do as the Year Winds Down
November 2023 - What financial, business, or life priorities do you need to address for the coming year?
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Moneywise: 7 Reasons to Work with a Health Insurance Broker
October 2023 - Open enrollment for Medicare will be from October 15 through December 7. Open enrollment for Obamacare for individuals will be from November 1 through January 15.
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How the Federal Reserve Works
September 2023 - Why the U.S. bill is issued by the Federal Reserve and what role the Federal Reserve plays in the economy. Here’s an inside look.
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A Brief History of Estate Taxes
August 2023 - Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
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Understanding Extended Care
July 2023 - Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
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Traditional vs. Roth IRA
June 2023 - Both traditional and Roth IRAs can play a part in your retirement plans. And once you’ve figured out which will work better for you, only one task remains: open an account.