For No Regrets Later, Review Medicare Coverage Today
…just for those new to Medicare, open enrollment gives existing beneficiaries a critical opportunity to make informed choices and changes to coverage for the coming year. To Review or Not…
…just for those new to Medicare, open enrollment gives existing beneficiaries a critical opportunity to make informed choices and changes to coverage for the coming year. To Review or Not…
…favorable margin rates for clients. A Case Study Earlier this summer, Joe and Barb found their dream home. It was listed at $800,000. Given the competitive real estate market, they…
…many forms—whole life, universal life, and more—and combines a death benefit with a savings or investment component called cash value. Most permanent life insurance policies aren’t actually permanent. They expire…
…to bask in the goodness of giving while maximizing charitable contributions. Get the Most from Your Giving In addition to the abundant benefits of giving—greater health and happiness, enhanced community…
…administer a trust without compensation, they are eligible for it. Most trust documents include provisions for trustees, including family members, to take reasonable compensation. While potentially entitled to compensation, they…
It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. Humans are quite good at adapting, however, so the momentary satisfaction we…
…Saving is always the first step toward investing. Time is important too. In combination, time and saving—compounding—can be very powerful. While the past does not guarantee the future, understanding investment…
…move up and down. Prices move because investors are free to trade every minute of every day. In well-functioning markets, we should expect prices to move as investors digest and…
…account that is allowed to grow, and eventually be withdrawn, tax-free if used for qualified higher education expenses. Anyone can open a 529 plan in any state, and the plan…
…proceeds in a country with high rates, securing a riskless profit in the process. But, as the old saying goes, there is no such thing as a free lunch in…
…money managers who try to handpick winners. Wall Street fund companies and their giant marketing budgets, however, aren’t taking this this lying down. Indeed, today’s financial publications are full of…
…a sensible part of a diversified bond portfolio. While they generally pay less than comparable-dated Treasuries, their income payout is free from federal income taxes (state also, if issued within…