Blog
Why are Beneficiaries Important?
A look at the importance of designating beneficiaries. Who have you chosen to inherit your funds? Can you imagine what would happen if the money in your account went to someone you were estranged from? Or if your heirs found out that you never named a beneficiary in...
Start Planning Now: Medicare & Social Security Basics Part 2
When should you claim Social Security? Consider a few key factors as you decide with your financial professional: How long do you think you will live? If you have a feeling you will live into your nineties, for example, it may be better to claim later. If you start...
Start Planning Now: Medicare & Social Security Basics
Are you 64? Prepare to Sign Up for Medicare. This is the time to arrange lifelong health coverage. Regardless of how young or old you feel at 64, you should make sure to sign up for Medicare. The sign-up period will be here before you know it. Medicare gives you a...
A Lesson on 403(b)s
Have you ever wondered about the benefits of a 403(b)? This retirement plan allows teachers & employees of non-profits to invest for the future. Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and...
Guarding Against Identity Theft
Guarding Against Identity Theft Take steps to protect your vital information. America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million...
