Medicare 101
Medicare is often a confusing and time-consuming topic. It takes a lot of expertise to sort through. Do I choose traditional Medicare Part A and B OR the Medicare Advantage HMO? Which Supplement option and Part D prescription plan provides [...]
November 2023: “How to Shave Hundreds Off Your Credit Card Balance Before the End of the Year”
It’s almost the end of the year and many of us will be looking for a fresh start in 2024. One of the best ways to start a new year off is to enter it with less credit card debt. [...]
October 2023: Strategies for Avoiding Retirement Pitfalls
Retirement is a hard-earned destination, but often folks lose the "golden" sense of this season because they just aren't properly prepared for life IN this stage. After saving for years, their retirement path can seem stuck in a rut, or [...]
September 2023: Truth or Myth? Understanding Annuities
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is a good tool in certain situations. However, by lumping all annuities into one category, it [...]
August 2023: Managing Your Finances as a Member of the “SANDWICH GENERATION”
Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center recently reported that more than half of U.S. adults are part of the “sandwich generation,” [...]
July 2023: The Graying of America – An Overview and a Reinvention
The "Graying of America" in general is a familiar megatrend: seniors are steadily dominating more of the US population. One startling statistic shares that on average, 10,000 baby boomers reach the average retirement age every day (SeniorLiving.org). In 2020, a [...]
