February 2024: How Retirees Can Weigh Financial Forecasts for 2024
Trying to weigh all the projections and forecasts is definitely a tall order. As we consider factors that can potentially impact retirement in 2024, we'll take into key points that retirees should be mindful of as they personally plan and [...]
January 2024: Empowering Your Finances with This Year’s Resolution
This is not what it may seem. It’s not a prohibition on spending money or what to cut back on. It’s not about budgeting and accounting for every dollar going forward. And it’s not about reassessing projections or getting financial [...]
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 [...]