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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, October 5, 2017

How much will you spend over the holidays? It may be more than you anticipate. Consumers surveyed reported an average of $1,003 in new credit card debt following the 2016 holiday season, with 65% saying they hadn’t budgeted for...

 

Wednesday, September 20, 2017

Do you have a comprehensive plan in place to deal with unpredictable events? Most people don’t. Thanks to the public service website www.Ready.gov, putting an emergency plan in place to help protect your family may be a lot...

 

Friday, September 1, 2017

By nature, emergencies are unpredictable. That’s why it’s so important for your emergency savings to be readily accessible when you need fast access to cash. Yet, in today’s low interest rate environment, many people...

 

Monday, July 24, 2017

Habits are hard to break — but not impossible. We thought you might be interested to learn more about how to make lasting health changes in your life. Changing Unhealthy Behaviors Most Americans know the fundamentals of good...

 

Friday, July 14, 2017

If it seems unusually quiet in your neighborhood, there’s a good reason. According to AAA, more than one-third of Americans are planning to vacation with family members this year, with most traveling during the summer months....

 

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Friday, July 7, 2017

Summer is here, and with school out, some of us have grandchildren visiting or staying with us for a period of time. Grandchildren are adventurous and love to try new things. A common challenge with this is keeping them amused and...

 

Thursday, June 29, 2017

Travelling soon? Try out these packing tips to keep everything tidy, safe and clean: Pack heavier items (such as shoes and toiletry bags) at the bottom of your suitcase so they don’t smash your more delicate items once it’s...

 

Tuesday, June 20, 2017

You’re probably familiar with three of the most common risks to your income in retirement: over-spending, market volatility, and longevity. But did you know that identity theft is quickly becoming a fourth risk factor? Over the...

 

Monday, June 12, 2017

Many of my clients have asked for helpful tips or education that they can share with their adult children on managing finances, estate planning, and what they need to know as beneficiaries. Please feel free to share these with loved...

 

Tuesday, May 30, 2017

With all the amazing technology out there these days, we thought you may be interested in hearing about some highly recommended golf apps, according to online reviews. Here are three completely different apps that all have the same...

 

Monday, May 22, 2017

Did you know that millions of retirees pay taxes on their Social Security benefits each year?* That’s because Social Security benefits become taxable when a retiree’s “provisional income” exceeds certain limits....

 

Monday, May 15, 2017

The search for the best way to seek out adventure is at the top of many retirees’ minds. One of the great American dreams is to sell your home, buy an RV and drive off into the sunset. Of course the flexibility and constant...

 

Tuesday, May 9, 2017

If you were to pass away or become incapacitated, your loved ones may be responsible for making decisions about your health or estate. During a time of emotional distress or grieving, it is difficult to think about money and how to...

 

Thursday, April 27, 2017

Many of our clients have asked for helpful tips or education that they can share with their adult children on managing finances, estate planning, and what they need to know as beneficiaries. Please feel free to share these with loved...

 

Wednesday, April 19, 2017

If your retirement plans include travel, you might be wondering how that would affect your health insurance. We thought this article provided some useful information. Retiree Health Care Coverage Overseas According to AARP, 45% of baby...

 

Thursday, April 13, 2017

People often skip on the retirement party. They make various excuses: “It’s too long,” “I don’t need a big deal made over this,” or “I prefer to exit quietly.” Let’s revisit the...

 

Wednesday, April 5, 2017

Many people think that major retirement decisions are all made at age 65. They are wrong. In reality, there are a number of important decisions and dates that need to be made as early as age 50. For an in-depth overview of what to look...

 

Tuesday, March 28, 2017

We thought you might find the following information useful as it explains noteworthy changes to Social Security that both retirees as well as those currently paying into Social Security can expect in 2017. Cost-Of-Living Adjustment...

 

Tuesday, March 21, 2017

What would you do if you were suddenly faced with an additional yearly expense of $30,000 to $60,000 because of unexpected health care needs? Most Americans fear the financial consequences of a long-term illness and are unsure about...

 

Tuesday, March 14, 2017

Vacations involve a commitment of time and money. {Individual:I}{Group:We} thought you might like to know about some of the most highly rated vacations around. Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime “Travel...

 

Wednesday, March 8, 2017

To help you prepare for tax time, you may find the tax-information below useful as you gather your important documents.2016 IRA Contributions: For the 2016 tax year, individuals have until April 18, 2017 (or until taxes are filed) to...

 

Tuesday, February 28, 2017

As we get to help plan for some of the most important events in the lives of families we work with. For example, buying a new home or saving to send their kids to college. Some of the harder parts are when we have to plan for the...