IT'S ALL ABOUT MONEY MANAGEMENT

  • A Checklist for When a Spouse or Parent Passes

    A Checklist for When a Spouse or Parent Passes May 2024 - When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of—and in recognition of this reality, here is a checklist that you may find useful at such a time.

  • 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.

 

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