Is It Time to Spring Clean Your Financial House?
The spring-cleaning concept is not confined to a house or garage. Spring is a great time to review finances and ensure your portfolio is in order. It’s easy to forget about 401(k), IRA, and other ...
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in place for needing long-term care.[1] Long-term care is medical care that ...
Reasons to Prepare Your Family Financial Strategy This New Year
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when ...