A significant number of people who show up at our door need our help because they are uncomfortable with how their investments are currently being managed. We see that as just one piece of complete financial success. Without covering more than investments most people can fail even with the best portfolio in the world.
Young people who are just starting out in their professional careers often feel like they've been thrown to the wind when it comes to financial matters. It’s odd – but understandable – that they’ve just spent a minimum of four years intensely focused on getting the education necessary to secure a good financial future, yet they frequently enter the “real
Basic Medicare, while a good benefit available to many Americans over age 65, is not a complete medical insurance solution. There are “gaps” in the coverage. To fill these, there are some standardized (by Medicare) policies available from insurers. These ten standardized policies are Plans (called Plans A, B, C, D, F, G, K, L, M, and N), each having a different lev