July 1, 2016

Questions About Medicare? Here’s Some Answers

Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you […]
May 11, 2016

Should I Pay Off My Mortgage?

Is it a good idea to pay off your house as soon as possible – or should you refinance your mortgage to take advantage of lower […]
May 9, 2016

4 Rules for Shacking Up in Retirement

Here are 4 important rules discussed in Time Magazine for when you are living with someone during your retirement years. If living together, but not marriage, is […]
March 14, 2016
Estate Planning, Values Legacy

Does Your Estate Plan Consider Your Values Legacy?

Here are several excerpts from an article I found in Kiplinger.com, Is Your Estate Plan Truly Complete, by attorney John M. Goralka: For an estate plan […]
March 9, 2016
Retirement Planning Aha

4 Things Baby Boomers Need to Know About Retirement Planning

I found this article recently in The Motley Fool, 4 Things Baby Boomers Need to Know About Retirement Planning.  Here are several excepts: With Americans living longer […]
February 28, 2016
Collectible Cars

Hagerty Announces Annual “Hot List” Of Future Collectible Cars

I recently came across a press release in PRNewswire about how Hagerty, the classic car experts, predicted the most collectible 2016 cars to buy now. Despite the […]
February 28, 2016
College Planning, College Money

5 Costly 529 College Savings Plan Mistakes and How Not to Make Them!

Here are several excerpts from a Time Magazine Money section article, 5 Costly 529 College Saving Plan Mistakes: In part because of the tax breaks they […]
February 28, 2016
Retirement Planning - Assisted Living

Top 7 Senior Housing Options to Consider

Here’s an excerpt from an article in Bankrate.com by Rachel Hartman, Top 7 Senior Housing Options to Consider: Rewind a few decades, and the main choices for […]
February 24, 2016
Social Security

Navigating Social Security Changes in 2016

An article that appeared in FinancialPlanning.com, Navigating Social Security Changes noted the following: Two popular Social Security strategies are on their way out in 2016. Tax planners […]
February 24, 2016
College Student

4 Ways To Get The Best ‘Net’ Cost of College

John Wasik, a Forbes Personal Finance Contributor, noted the following in his article Four Ways To Get The Best ‘Net’ Cost of College: I never thought […]
February 24, 2016
Retirement Planning

5 Retirement Planning Mistakes and How to Fix Them

An article in U.S. News and World Report, 5 Retirement Planning Mistakes and How to Fix Them, by Maryalene LaPonsie, notes that “No one’s perfect.  If you’ve […]