Should I file for Medicare while I’m still working?

By |2023-09-13T17:57:32+00:00September 13th, 2023|Planning, Uncategorized|

Deciding when to file for Medicare is a critical decision for those approaching retirement age. While Medicare primarily serves as health insurance for individuals aged 65 and older, there are situations where you might consider enrolling while you are still working. In this article, we will explore the factors [...]

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BREAKING DOWN THE REAL COSTS OF PURCHASING A HOME

By |2022-09-26T12:44:31+00:00June 14th, 2022|Home Purchase, Planning, Uncategorized|

You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money you’ll really need. Be prepared for the myriad expenses that you must add to the purchase price to see the whole picture.  Home ownership [...]

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4 Reasons to Get Fired Up About ‘Refired’ Not Retired Day

By |2022-02-08T18:44:44+00:00February 8th, 2022|Uncategorized|

March 1st is Refired, Not Retired Day. It is a day for those retired or close to retirement to start thinking about their next stage in life. It is a day not to reinvent, rekindle, and refire your life, focusing on what is ahead instead of what is [...]

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Keeping Your Stress Levels in Check

By |2022-01-20T17:01:01+00:00January 20th, 2022|Uncategorized|

Regardless of whether business is booming and you are constantly busy, or times are slack and you are struggling to grow your business, it may seem as if the stress involved with running a business is never-ending. However, by adjusting your approach to time management and reviewing your [...]

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Four New Year’s Resolutions for Current Retirees  

By |2022-01-11T18:26:21+00:00December 20th, 2021|Uncategorized|

The New Year is the time to make resolutions, and for those who are retired, those resolutions may look a little different than they did in past years. Whether you are looking to improve your health, or your finances, below are a few resolutions to consider to help you [...]

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New Year, New Goals: Your Countdown to Financial Health

By |2021-11-19T15:25:30+00:00November 19th, 2021|Uncategorized|

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? [...]

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Optimizing the Home for Virtual Classrooms

By |2021-08-11T15:32:44+00:00July 13th, 2021|Uncategorized|

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped their children navigate the virtual classroom environment. Now, with many school districts across the country [...]

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Annuities and Market Risk: What You Need to Know

By |2021-06-23T15:25:12+00:00June 12th, 2021|Uncategorized|

Market risk is something all investors may worry about, but those close to retirement have limited time to recover from market loss. If you are within ten years of retirement, now is a critical time for your portfolio to continue to gain value and avoid loss. Without thinking [...]

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Sustainable Living: Good For Your Wallet and the Environment  

By |2021-06-09T17:12:00+00:00June 7th, 2021|Uncategorized|

From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for the environment—it can be good for your [...]

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