If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea. Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
1st Thing to Know – Parts vs. Plans You are standing behind someone in line at the pharmacy. The pharmacist is asking for his Medicare prescription card and the customer provides it. The pharmacist says the prescription will be $150. The patient is shocked and says he...
A lot of entrepreneurs and small business owners are focused on growing their business (as they should be). However, sometimes business owners are so preoccupied with growing their business that they forget to save for their retirement. Consider a small business...
Freedom Planning Mindset Do you remember how it felt to look at the world and believe anything was possible? Can you remember feeling the freedom to chase your aspirations, free from fear and doubt? As you read this, let’s explore your imagination and wander to those...
It is no wonder that as our credit card statements begin rolling in, we are motivated to make personal finances our New Year’s Resolution. For many of us, the New Year represents a clean slate – it is a time to reimagine our life. However, amid all the “New Year, New...
