Don’t Let Short Term Events Change Your Investment Goals

Events like the coronavirus and this year’s presidential election are always impactful when it comes to investor markets, but you need to be careful about investment decisions made solely on market movements. You can keep your long-term goals and continue building wealth if you follow certain tips. With every change in the world, there always […]

Tap Your 401(k)? Get Back On Track!

While tapping into your 401(k) is not the first choice that you should make, it is sometimes unavoidable. During the most recent economic crisis, you may have needed to withdraw from your retirement funding in order to make ends meet or cover certain types of expenses. The good news is that you can recover from […]

Avoid Covid-19 Medicare Scams

Older Americans on Medicare have become the focus of criminals. According to government officials, they are now utilizing various fraud schemes associated with the coronavirus pandemic. The common goal of these criminals is to get an older person’s money or Medicare number. In recent months, the Department of Health and Human Services Office of Inspector General […]

Planning For Retirement In The “New Normal”

The world of COVID-19 is, at least for the foreseeable future, the new normal of society. That means that there’s no time to slow down on retirement investing, as those same deadlines are coming up as quickly as ever. Below are some of the most important things to keep in mind during this unusual era. […]

2021: Social Security To Spend More Than It Collects

The time is finally here. It’s when the chickens come home to roost. In most of the financial blogs of late concerning Social Security, it’s been nothing but doom and gloom. Everyone is scared the trust fund will run out of money, and suddenly, Social Security will go away. We’ve been reading about this for […]

Medicare “Must Knows”

Back To Blog Archive Except in some rare cases, we all need to have a plan for our retirement years. Each person has individual financial goals along with their personal savings situation. Hopefully, you have a personal financial advisor to help manage the savings you have accumulated. However, your healthcare is a “wildcard” during your […]

It Could Be Called “Love” Insurance

Back To Blog Archive Life insurance can be called “love “insurance because we use it to protect the ones we hold dear. It’s the true definition of love for your family that can be the key to ensuring their future financial security.  What is life insurance? When trying to piece together on the importance of […]

Ask THIS Before You Claim Your Social Security

Back To Blog Archive Should I claim my Social Security benefits now? It’s a commonquestion, and it’s one that you’re very prudent in asking. Timing is thebiggest facet in maximizing your benefits. Yet, you’ll get an array ofanswers on the best timing. Let’s break down three questions that willgive you the most definitive answer to […]

2020 May Be A Good Time For A ROTH

Back To Blog Archive Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting almost every individual in its path. With that said, certain events have made 2020 the year to strongly consider converting any […]

Estate Planning and Unpaid Debts

Back To Blog Archive When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills that can end up delinquent as a result of illness. There […]