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Have you ever dreamed of being the next Chip and Joanna Gaines? I know I have. I love the idea of taking a dilapidated house in need of some love and transforming it into a beautiful, lively home. When that entire process is reduced to an hour to fit a television schedule, and the ending is always a good one, it really doesn't seem so hard, right?

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 know from our experience when our clients have to enroll in Medicare for the first time it can be an intimidating thing.  Think about it, you have been on your employer’s insurance for years then one day yo

What type of person are you?

The upcoming general election is November 6^th.  People who identify passionately on either side of the political aisle consider this election to have tremendous impact.  There are stories gaining traction of varied injustices occurring across the country.  Politics can elicit strong emotional responses to differing opinions.  News stories can describe registration

Medicare open enrollment is here – October 15^th to December 7^th  – and from our experience and client feedback, it can be pretty intimidating.  With the amount of sales advertisements that show up, the biggest question is where to begin.

You may have read that women are far more likely to face poverty in retirement than their male counterparts—but you may not realize just how big the disparity is.  In fact, women are 80% more likely to fall into poverty toward the end of their lives, compared to men, according to a 2016 study by the National Institute on Retirement Security. 

There is no shortage of opinions on the financial future of Generation Y, or millennials. On the one hand, you’ll hear that our future is doomed at worst and bleak at best, due to some factors within our control and some without. On the other hand, you’ll hear that it’s really not so bad, that we are more innovative and educated than any generation that came before us.

Protecting you and your family from exposure to financial risks looming in your life is easily one of the more uninteresting portions of financial planning for many people.

Investing in a tax-deferred retirement account is a great way to save for retirement because deferring taxes can provide a big boost to the amount you’re able to save during your working years.  Many people save significantly more than they could otherwise by using these accounts, but they don’t come without “strings” forever.  Just in case you aren’t fam

Many seniors who are looking for ways to improve their finances in retirement want to learn more about reverse mortgages.  These are not a typical part of our clients’ financial plans; however, we were asked about these recently by a young client who was concerned about her grandparents, whose assets had dwindled down to a primary residence.