Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a […]
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Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. […]
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What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover […]
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Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, […]
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Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially […]
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Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One […]
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Economies move in cycles – always have, always will The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are […]
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Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only […]
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Transitioning from Private Health Insurance Plans to Medicare As you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance […]
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According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2 While cash can play a […]
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By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—”age […]
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You’ve built up your emergency fund. You’re maximizing your retirement accounts. And yet you have extra money. What should you do with it? Is there some kind of investment that […]
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