You may think that estate planning is only for the wealthy but that is not always true. If you have a family, own a business or any assets such as a home, car, savings accounts, or retirement funds, you might benefit from having an estate plan. What is an Estate Plan?...
As you near retirement, you’ll have many new financial decisions to make. A big one is deciding what to do about life insurance. You may be losing your policy from your employer, meaning you should determine whether to purchase a new policy yourself. Since there are...
Medicare’s Annual Enrollment Period runs from October 15th to December 7th every year. This time period is known by several names including Open Enrollment, Fall Open Enrollment, and Medicare Annual Enrollment Period (AEP). During this enrollment period you can make...
One in six retirees is now considering rejoining the workforce. For many people, this decision is a financial one. Some retirees are finding they need to bolster their retirement income to keep pace with inflation and rising costs, whereas others just want a little...
College has gotten a lot more expensive since you went to school. Many grandparents are in interested in helping their grandchildren afford a university education without going into major debt. There are several options for college funds for grandchildren. College...
Are you thinking about all that’s involved with aging in place – either for your parents or for yourself? You’re not alone. A study from Capital Caring Health found that the vast majority of Americans over the age of 50 – nearly 90% — want to age in place. Of...
