It’s almost Halloween, so we wanted to talk about something that can sometimes be a little spooky… Medicare. Are you frightened yet? Hopefully not, but we
Medicare open enrollment is here – October 15th to December 7th – and from our experience and client feedback, it can be pretty intimidating. With the amount
Now and then someone asks me how to decide if a car should be repaired or replaced. Of course, I also have had to face this decision. Here’s thoughts on
We recently found an important potential risk to your financial health and here is the information you need to protect yourself.
According to a recent issue
As if there wasn’t enough to worry about with regard to credit and debit card fraud, another threat has turned up: its called the credit card skimmer. These
Statistics indicate that, on average, people change residences every seven years. This figure is irrespective of whether people live in an apartment, a home, a
I had a couple come into my office recently that are potentially going to become clients. He and his wife are retired, in their 70s, and have about 95% of their
Frequently, in recent years, people have come home after a hospital stay, expecting Medicare to pay for that stay, only to find that their stay is not Medicare
If your parents are fine in a physical, psychological and emotional way, then you are very fortunate. Unfortunately, not all aging people are.
The issues
Retirement planning is a complicated and ongoing process with many “moving pieces.” With so much to pay attention to, it is easy to neglect or omit things that
Recently a friend asked me why anyone would want inflation. Wouldn’t it be much better to have lower prices to look forward to?
This becomes a
I recommend that a client or prospect see an attorney for creation of a new will or review of an existing will. I am often asked if “getting one from the