Posts Tagged ‘financial advisor’
Know your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreLong-Term Care: The Elephant in the Room of Retirement Planning
Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!
Read MoreBitcoin Basics
How and why is Bitcoin here, and how does it work—and will Bitcoin be around for the long haul? Read on to learn more!
Read MoreHow does Monetary and Fiscal Policy impact me?
Curious how US policy directly impacts the money in your pocket? Today we demystify monetary and fiscal policy—and how it impacts YOU!
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreIs the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreMonday Morning Motivation – Mercy
Is it time that you extend mercy to someone, so that you can enjoy the playground of life?
Read MoreIs Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Read More