How much do you know about the different coverage options? Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1 When you are enrolled in … [Read more...] about Facts About Medicare Open Enrollment
Your Extended Care Strategy
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost so much? Eldercare. According to the AARP … [Read more...] about Your Extended Care Strategy
5 Major Retirement Planning Mistakes
Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of … [Read more...] about 5 Major Retirement Planning Mistakes
Ways to Repair Your Credit Score
Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball, and that score declines. What steps can we take to repair it? Reduce your credit utilization ratio. Your credit … [Read more...] about Ways to Repair Your Credit Score
ABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles. Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s … [Read more...] about ABLE Accounts for Loved Ones with Disabilities
Portfolio Personal Recovery Strategy
If you want to become rich and stay that way, you need to develop a recovery strategy for your portfolio. You don’t want to hold on to any stocks or bonds that are not making any money for you, but you also can’t make a decision at the last minute—by that time it is too late. One of the problems … [Read more...] about Portfolio Personal Recovery Strategy
Finding the Right Investment Advisor
8 Questions To Ask When Interviewing Financial Advisors When working to get your financial house in order, choosing an investment advisor will be one of your most important decisions. An investment advisor will work with you to set financial goals and to develop a financial plan that will enable … [Read more...] about Finding the Right Investment Advisor
6 Rules for Investments
Proven Methods For Investing To Manage Your Assets, Reduce Risk, and Earn Profits If you are looking for proven methods for investing, you have likely searched online, headed to the bookstore, or have asked your friends and family. With the tremendous amount of financial information available … [Read more...] about 6 Rules for Investments
Investing During Illness & Death
Investment During Illness And Disability Have you planned for the ‘what ifs’ in your financial life? If you were too ill to manage your investments, who would manage them for you? You must create a financial plan to manage your assets in the event that you become disabled. And, your plan must be … [Read more...] about Investing During Illness & Death