IT'S ALL ABOUT MONEY MANAGEMENT

  • Social Security: Five Facts You Need to Know

    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.

  • How Travel Insurance Saved My Life

    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.

  • Reviewing Your Life Insurance Needs

    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.

  • Things to Consider Before Saying Goodbye to 2023

    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.

  • Things You Can Do as the Year Winds Down

    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?

  • Moneywise: 7 Reasons to Work with a Health Insurance Broker

    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.

  • How the Federal Reserve Works

    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.

  • A Brief History of Estate Taxes

    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.

  • Understanding Extended Care

    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.

  • Traditional vs. Roth IRA

    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.

 

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