Financial
Mastering Medicare Planning
Open enrollment for Medicare is right around the corner, and people on all points of the spectrum should begin planning for it. If you’re in one of the categories below,…
Read MoreWhat’s The Difference Between an EA and a CPA?
We’ve been working hard for years on our integrated wealth management experience. A major component of the experience is tax planning and advice, and we even assist with tax filing…
Read MoreIntegrated Wealth Management Experience
Integrated wealth management experiences are our way to help clients have the type of retirement planning assistance that is provided in a “family office.” If you don’t know what this…
Read More5 Financial Planning Topics That Need to Be Discussed Annually
Annual financial planning topics evolve as you age. We believe that once you secure your retirement, or when you’re close to it, you should consider the following: 5 Annual Financial…
Read MoreLong Term Care Planning Options
No one likes to talk about long term care planning. Your plan will be expensive, and who really wants to think about needing long term care? Unfortunately, as we age,…
Read MoreProtecting Against Cybersecurity Threats
Cybersecurity threats are a major threat to your retirement planning. Thirty or more years ago, protecting against cybersecurity threats wasn’t an issue. Today, institutes are hacked, data is leaked, and…
Read More2023 IRMAA Update – Will You Have a Surcharge for Medicare Part B and D?
A major part of retirement planning is ensuring that you have the healthcare insurance necessary to go to the doctor for checkups, treatment, or injuries. Medicare is one way to…
Read MoreAndrew Opdyke – 2023 Mid-Year Economic Update
Andrew Opdyke, an economist for First Trust, was back on our most recent podcast. For those who don’t know, Andrew comes on our show about once a quarter to update…
Read MoreShould You Consider a Franchise as a Part of Your Retirement Plan?
Jon Ostenso was a special guest on our most recent podcast, and he had a wealth of information to discuss on owning a non-food franchise. If you’re considering a franchise…
Read MoreAnnuities or CDs – What You Should Consider
“Annuities or CDs?” is a question many folks are asking because interest rates on CDs are the best they’ve been in a long time. In this article, we’ll cover both…
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