Articles

Confused By $0 Premium Medicare Advantage Plans

Let’s dive into demystifying Medicare Advantage plans. I don’t know about you, but lately I’m feeling bombarded every time I turn on the TV […]

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How A Financial Plan Can Make Life Less Spooky

There are few things scarier than financial instability. As much as I love the spooky nature of Halloween, (see last month’s blog Something Wicked […]

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Should We Stay Or Should We Go

The question of staying stateside or going overseas is one that many people pose to themselves as they think about and plan for retirement. […]

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ABC’s Of Planning For College Expenses

College Expenses Continue to Skyrocket It’s not a figment of your imagination: The cost of a college education continues to rise, outpacing the rate […]

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Increasing Lifespan And Health Span

In all likelihood, your life will be longer than you expect. According to Stanford researchers, “Human lifespans are increasing by approximately three years every […]

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Cryptocurrency Welcomes A New Yet Very Familiar Face

We’ve all been hearing about cryptocurrencies. They’ve been around for a full decade, since 2009 when Bitcoin came onto the scene. For most people, […]

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Is Your Long-Term Care Insurance Policy Terminal

Do you have a traditional long-term care insurance policy? It would not be at all surprising if you don’t. After all, statistics show that […]

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Financial Puzzle Solver

The work I do as a financial adviser requires that I spend a lot of time reviewing clients’ financial information. This includes bank statements, […]

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How To Prevent The Necessity Of Intergenerational Living

You raised your kids to be independent. You taught them to take care of themselves and to plan for the future. The question is, […]

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Spring Inspires Tidying Up Your Home And Your Finances

The anticipation of Spring is definitely in the air. For so many of us, the onset of spring and fresh air outside means spring […]

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