How Women Over 50 Achieve and Sustain Wealth: 5 Essential Strategies
Women over 50 - this is for you! If your financial situation has recently changed, consider these 5 steps to secure your financial future.
Avoid this Scary Tax Penalty! What to know about Medicare Part D
Have you been afraid to sign up for Medicare Part D? Or look at your new Medicare Part D premium? Don't be! Avoid penalties and high fees.
Estate Planning Basics
Do you know who will make medical decisions for you if you're too ill? Estate planning is more than just having a Will. Learn the basics.
Filial Loyalty: What Adult Children Do for Their Elderly Parents
Cultures rich with filial loyalty don't need social security and nursing homes. But what toll does elder care play on family members?
Do you have a Batman Folder? AKA an Estate Folder
If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.
Annuities in Retirement: Navigating Potential Tax Pitfalls
Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.
New Market Highs – Now what?
Markets are at all new highs - now what? Should you change your investment strategy? Successful investors are aware of these 3 pitfalls.
“The 3.2% Problem” – The Average Fixed Income Return
Do you have a plan for your fixed income when rates come down? Historically, average fixed income returns have been 3.2% - which is a problem. Find out why.
Financial Literacy Beyond the Basics
Financial literacy is a broad topic. When younger it's about savings and interest. Once working there is a lot more to know!
Why Work With a Financial Advisor vs. DIY Investing
When should you work with a financial advisor versus do it yourself? We lay out the pros of both option. Find out what's right for you.