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The 5 Biggest Mistakes People Make When Picking a Medicare Plan

Medicare's Open Enrollment Period for 2024 is October 15th - December 7th. Medicare can be confusing - so many choices, so much jargon. It pays to do a little homework and pick the plan that's right for you. Click here to learn more.

By |2024-10-11T09:58:05-04:00October 11th, 2024|Medicare|Comments Off on The 5 Biggest Mistakes People Make When Picking a Medicare Plan

How to Vet the Financials of a Continuing-Care Retirement Community

Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying.  Click here to read more.

By |2024-09-27T15:36:07-04:00September 27th, 2024|Retirement|Comments Off on How to Vet the Financials of a Continuing-Care Retirement Community

Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

  The rise of the "pet directive" lets anyone plan for their animals, not just the wealthy. Click here to learn more.

By |2024-09-12T12:09:47-04:00September 9th, 2024|Estate Planning|Comments Off on Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires

Changes in Retirement Savings Rules to Know Before Year’s End

New rules promote Roth Treatment of workers' investments and ease some RMD burdens, among other things. Click here to read more.

By |2024-09-12T12:16:50-04:00August 23rd, 2024|Retirement|Comments Off on Changes in Retirement Savings Rules to Know Before Year’s End

Why Everyone Needs a “Digital Death-Cleaning” Plan

Nobody wants to leave a confusing collection of files they can't open, accounts they can't access and assets they can't locate.  Don't be that person!  Click here to read more

By |2024-08-16T11:29:53-04:00August 9th, 2024|Estate Planning|Comments Off on Why Everyone Needs a “Digital Death-Cleaning” Plan
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