Why Estate Planning is Important

WHY ESTATE PLANNING IS IMPORTANT  READ TIME: 4 MIN  Estate planning can be one of the most misunderstood aspects of financial planning, however, it’s a vital part to ensure your assets and family are protected. Unfortunately, many people believe only the wealthy need...

It is Financial Aid Time

COLLEGE PLANNING  READ TIME: 4 MIN As you may know, my oldest is in his senior year of high school, so I am living “FASFA Time” from a different perspective this year.  Parents, I am right there with you.  College applications have officially all been submitted and...

Planning for the Unexpected for Special Needs Families

SPECIAL NEEDS FAMILIES READ TIME: 4 MIN  So, when I am asked to describe myself the first word that always comes to mind is I am a mom.  I am a soccer mom, a dance mom, a gym mom, a golf mom, a mom who owns her own business and yes, a special needs mom.  My brother...

Understanding Long-Term Care

INSURANCE  READ TIME: 3 MIN  Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.  The U.S. Department of Health and Human Services estimates that 70% of...

Medicare & You

MEDICARE  READ TIME: 5 MIN Breaking Down the Parts of Medicare Does this really need to be so hard?  Medicare is confusing to say the very least.   But one of the most important decisions you will make in retirement. Generally, the different parts of Medicare help...