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2021 Year-End Financial Checklist

Financial

Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know…

Am I “Tax Locked” In My Home?

As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term.  It may be more square footage than needed, or may…

Medicare’s Annual Election Period

Medicare's Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…

Demystifying How To Act As A Smart Healthcare “Consumer”

Healthcare

Healthcare has changed dramatically in the last decade from access and advancements to insurance and privacy. Cost transparency for the healthcare consumer has become increasingly important.  With several important healthcare changes on the 2022 horizon,…

Buying vs. Leasing a Car

Before you roll the windows down, put your foot on the gas and drive off into the sunset, you need to decide: buy or lease? It’s not a fun decision like horsepower or paint color,…

Finding (& Funding) Your Retirement Home

Retirement Home

Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…

Life Insurance Settlements

Life Settlement

Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are…

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