A: Many find Medicare hard to navigate. Here are five common Medicare myths: Myth: Medicare offers free healthcare. Fact: The Affordable Care Act allows Medicare beneficiaries an annual wellness check at no charge. Beneficiaries also are entitled to free recommended...
Q: How can I make my retirement more purposeful? A: You may have seen some new retirees who have a hard time adjusting to retirement when their jobs are suddenly over. Many aren’t quite sure what do to during this new lifecycle. Here are 3 ingredients to a purposeful...
Q: The market has been very scary this year. What are some ideas to weather the storm? A: Remember, you are invested for the long-term, so try not to let the short-term ups and downs prevent you from realizing your long-term financial goals. Your goals won’t change,...
Q: What are some things I need to do in 2024 to help better prepare for taxes in 2025? A: Great job in wanting to be better prepared! Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. You may...
Q: Do you have any ideas on how to increase my savings? A: Yes! Look at these simple ways to help boost your savings. If you have a 401(k) at work, take advantage of an employer match – if they’ll match 3%, you’ve just covered 6% of your...
Q: I am a parent of a special needs child. How can I be sure my child is cared for after I’m gone? A: As a caregiver of a loved one with special needs, you may be concerned about how they’ll be cared for after you are gone. You can set up your estate to...
