Home Sweet Home, or an Investment?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
How a Medicare Supplement Coordinates with the Parts of Medicare
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.
How Could You Use Your Stimulus Check?
How Do I Get Started with Foster Group?
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
How Elections Affect the Market
How is COVID-19 Impacting Real Estate Investment Trusts?
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
How Much Life Insurance Protection Is Enough?
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Markets Move. So Should You.
Maximize Your Limits
Med School Grads, Do These Three Things First
Media Drama: Facts or Fiction?
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Medicare Advantage Plans: What is Joe Namath Really Talking About?
In 2006, the Federal government created an alternate design in the Medicare market to complement supplement plans and stand-alone prescription drug plans. They’re called Medicare Advantage plans. Although the start was a bit rocky, carriers have learned and grown with their plan designs. Here are some of the most talked about design concepts of the Medicare Advantage plans.
Mega Backdoor Roth IRAs: What You Should Know
A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox.
Minor Decisions, Major Effect
Money and Emotions
Money Can’t Buy Happiness, or Can It
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Money, Happiness, & Meaning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
More Stimulus Aid on the Horizon
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.