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August 26th, 2021 |

The Great Medigap Debate – What is Best?

Now that we’ve talked about the importance of deciding between Medicare alternatives, let’s continue our Medigap and Medicare Advantage journey.

You’ve decided that a…

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August 19th, 2021 |

The most consequential decision-Medicare Advantage versus Medigap

Every year. Every day. Clients must choose one of two paths to complete their Medicare coverage.

When a person transitions to the Medicare system, there…

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August 5th, 2021 |

Washington State’s Long-Term Care Trust Act

The Long-Term Care Trust Act, also known as the WA Cares Fund, is effective January 1, 2022.

In 2019, Washington became the first state…

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August 3rd, 2021 |

Rules to live by for every woman…

 

RULE 1           Be a partner in the financial decision making.

RULE 2           Create a “Don’t Ask” Fund for discretionary expenses for personal items.

RULE 3          …

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July 29th, 2021 |

Give your financial privacy an added boost

Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end,…

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July 15th, 2021 |

Don’t let lifetime, financial milestones sneak up on you

For the first time since I was a little kid, the “half” is about to be important again.

The “half” is something children care…

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June 30th, 2021 |

What’s the History of July 4th? Plus, 23 Surprising 4th of July Facts

Many of us celebrate the Fourth of July every year with fireworks, barbecues, concerts and parades. Growing up, you may have heard that…

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June 17th, 2021 |

The biggest mistakes people make with Social Security

One of the most common and costly: worrying about dying too soon

There are six main ways to do damage to your Social Security…

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June 3rd, 2021 |

Why is post-retirement planning more complex than you expected?

If you thought investing in your 401(k) plan was hard, just wait until the time comes when you have to start…

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May 27th, 2021 |

Memorial Day; so much more than a three-day weekend

While Memorial Day weekend is often the perfect time to take a short trip or kick off the start of summer with friends…

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May 20th, 2021 |

The Triple Crown tax benefits of 2021 Roth conversions

With potential tax changes on the horizon, here are the IRA moves to make now.

On the eve of this year’s Kentucky…

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May 6th, 2021 |

Protect yourself and your parents from tax fraud

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

Identity thieves are stealing…

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April 22nd, 2021 |

9 Secrets of successful centenarians

These nine commonalities may help you live a longer, healthier and happier life.
People are growing older – and bolder – in…

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April 8th, 2021 |

What is the average baby boomer retirement savings?

Studies Find Boomers Are Largely Underfunded for Retirement.

Although the age range isn’t exact, the youngest baby boomers are around 55 and…

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March 29th, 2021 |

Tax deadline changed to May 17, 2021

The IRS has extended the deadline for filing your 2020 income taxes. Learn more about this important change.

The Treasury Department and…

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March 18th, 2021 |

11 Biggest Benefits of Walking to Improve Your Health, According to Doctors

Lower your blood pressure, lose weight, and feel less stress by following this science-backed advice.

One of the most powerful ways to…

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February 25th, 2021 |

EQ vs. IQ: The Great Brain Debate

Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both…

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February 12th, 2021 |

2021 Valentine’s Day Facts – Gifts, Money & More

Lovesick shoppers shell out more than $21.8 billion in Cupid’s name each year. That makes Valentine’s Day the third-priciest holiday on…

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January 28th, 2021 |

Kansas City, Tampa Bay to vie for the superbowl championship at Raymond James Stadium

When the Kansas City Chiefs and the Tampa Bay Buccaneers face off in professional football’s annual championship game on Sunday, February…

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January 14th, 2021 |

How to prepare your financial information for when you die

Making a good list of passwords and everything else about your financial life can spare your family much work and heartache.

Reader…

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January 8th, 2021 |

What are the key IRS tax changes for 2021?

Here’s your handy reference on the most important annual changes coming this year.

Everyone’s hoping that 2021 will be a lot different…

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