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3 Overlooked Year-End Financial Items to Review

3 Overlooked Year-End Financial Items to Review

Change is inevitable and as we look ahead into the new year, now is also a great time to look back at the past year and make sure our current finances reflect any life changes that have occurred.  Many life changes (marriage, home buying, having children, getting divorced, switching jobs) require changes in our existing […]

2018 Medicare Open Enrollment Checklist

2018 Medicare Open Enrollment Checklist

It’s that time of year again. If you’re one of the roughly 45 million Americans enrolled in Medicare, get ready for some year-end shopping. Medicare open enrollment for Medicare Supplement and Advantage plans and Medicare prescription drug plans runs from October 15th until December 7th. Open enrollment presents a great opportunity for you to manage […]

Investment Allocation Tools To Fund Retirement

Investment Allocation Tools To Fund Retirement

Funding A Long Retirement Young investors are often told to embrace risk in their portfolios. The ups and downs of the markets are an ally in the pursuit of long-term growth, and losses only matter when they’re realized. Rarely is this common and often correct advice applied to investors that are nearing retirement. But indeed […]

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