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Answers to Your Questions About Medicare
Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par
Jun 25, 20184 min read


3 Myths About Life Insurance You Need to Know
You take a huge risk when you depend solely on your investments – especially if you have dependents.
Apr 10, 20181 min read


Consider this Alternative to Bonds
If risk were not a consideration, we would put all our money in stocks. But the stock market is volatile, subject to cyber and world events
Feb 19, 20182 min read


Organize Your Affairs to Help Your Heirs
Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections
Feb 5, 20182 min read


A Financial Checklist for Newly Widowed Spouses
Our brains work differently when under stress, meaning we can make emotionally distraught decisions that can lead to poor choices.
Jan 22, 20182 min read


Annuities are Replacing Pensions for Retirement Income
Basic forms of annuities include Immediate vs. Deferred, Fixed vs. Variable, Equity-Indexed, and several other options that can include a de
Jan 21, 20182 min read


Tips to Help You Manage Your Charitable Giving
Giving to charities is a great way to help out your community and give back during the holiday season. Charitable gifting can take many...
Dec 18, 20172 min read


Know Your Financial Terms to Make Better Choices
The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter
Dec 11, 20172 min read


Is a Fixed Indexed Annuity Right for You?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
Oct 23, 20172 min read


Don't Miss Out on these 3 Tax-Advantaged Investments
If you're committed to becoming a financially secure senior, you can take advantage of accounts created to make saving easier by...
Sep 18, 20172 min read


Catch-up Strategies for Retirement Savings
If you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...
Aug 10, 20172 min read
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