A summary of what you need to know. Medicare Open Enrollment has arrived. The open enrollment period begins October 15 and ends December 7, 2012. This is not only a period where you may enroll for the program, but also switch providers for your comprehensive health...
WEEKLY QUOTE“It’s not what happens to you that determines how far you will go in life; it is how you handle what happens to you.” - Zig Ziglar WEEKLY TIP If you want to leave your company on your terms, make sure you leave enough time...
Create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available. As baby boomers leave their careers behind, long...
What can married couples do to increase joint lifetime benefits? What is your “magic number”? Roughly half of retirees claim Social Security benefits at age 62, as soon as they become eligible. Some people delay benefits and postpone using their retirement savings as an income source....
WEEKLY QUOTE“An inventor is simply a fellow who doesn’t take his education too seriously.” - Charles Kettering WEEKLY TIP Some people open a retirement account only to “set it and forget it,” leaving the asset allocation unchanged for years. As you get older, be sure to...
Things you can do before and for 2013. What financial, business or life priorities do you need to address for 2013? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may...
How can you prepare, financially, for the uncertainties? Wildfires, hurricanes, terrorist attacks, floods, earthquakes … there are many disasters, both man-made and natural, that could happen without warning. For many, preparedness is a way of life. If you’ve lived all your life on a fault line,...
Gauging the economic and market impact of the storm. Hurricane Sandy’s fury has exacted a considerable and tragic toll. Even with the relief efforts now underway, it will be some time before things return to normal in many communities. How has Sandy impacted Main Street, Wall...
WEEKLY QUOTE“To conquer fear is the beginning of wisdom.” - Bertrand Russell WEEKLY TIP Your will, trust and powers of attorney should be reviewed regularly, once a year if possible. Time can alter priorities and intentions. WEEKLY RIDDLE Einstein’s Riddle: A man meets a bear in a...
Who would you rather emulate? You stand at your window and look across the street. Nice house, you think. Nice landscaping. Nice sports car. Nice driveway. New bikes for the kids. Wow, your neighbors are really well off. If only you had that kind of money. That...