Blog

Knowledge is the critical first step for your financial future.

The 60-Year Career

December 30, 2016

Now that people are living longer, many are also working longer. Just imagine, if you start working regularly at age 20 and don’t retire until age 80, that’s a 60-year…

Read More

Taxing Questions

December 20, 2016

At the end of October, the IRS made several announcements regarding taxes in 2017.  Information available for the new year now includes tax rates, standard deductions, exemption amounts and more.…

Read More

Get in the Entrepreneurial Spirit

December 13, 2016

Whether you want a little extra income or just want to get out and interact with new people, tapping into your entrepreneurial instincts can fill many needs in retirement. Here…

Read More

Drug Prices: The Power of a Celebrity Tweet

December 6, 2016

When drug manufacturer Mylan increased the list price of EpiPen last summer, it suffered the wrath of celebrity backlash. Actress Sarah Jessica Parker publicly criticized the company for raising the…

Read More

Opposites Attract: Couple Finances

November 29, 2016

It’s very common for a married couple to have vastly different financial personalities. One may be frugal and the other a big spender. As we all know, money can be…

Read More

Being Wise in a Smart World

November 22, 2016

These days, it seems like everything’s getting smarter. Smart phones, smart cars, smart appliances, smart technology.  Maybe we take things like this for granted, but you can start typing any…

Read More

Jobs After Age 55

November 15, 2016

The good news is 62- to 64-year-olds experienced the largest increase in jobs between 2007 and 2014.1 The not-so-good news is that many of those jobs are not of the…

Read More

LTC Considerations

November 8, 2016

Long-term care insurance (LTC) has experienced some growing pains in recent years. Sustained low interest rates and coverage limitations have made it difficult for some to find policies that meet…

Read More

The Far-Reaching Applications of Insurance

November 1, 2016

When most people hear the word “insurance,” the things that come to mind may be home, auto or life. However, the scope of what can be covered by insurance extends…

Read More

Health Care Spending Trends

October 25, 2016

For the 40+ year period of 1961 to 2002, health care expenses followed a pretty steady upward trend, thanks to things like the introduction of Medicaid, coverage expansion and occasional…

Read More