March 2022: Components of Financial Planning
A comprehensive financial plan needs to be more than just investments. In this month's Facebook SERIES, we'll give you a quick overview of the [...]
February 2022: Speaking the Same Financial Language as Your Spouse
Ever think you and your spouse are speaking different languages when it comes to financial goals, planning, and spending? We spend/save/invest/ and plan based [...]
January 2022 -New Year’s Savings / New Habits
This year, why not plan so when summer rolls around you're ready for a much-deserved rest. Take a look as our very own Len Hayduchok [...]
December 2021 – Annuities 101
Annuities are a tool. Misunderstanding around annuities has been a common theme as we work with individuals and rub elbows with other advisors. As any [...]
November 2021 – Tips to Neutralize Risk in Retirement
What if I end up in a nursing home later in life? Will I be able to afford my basic expenses, if my spouse passes [...]
October 2021 – Strategies in Retirement You Should Try
While taxes are a fact of life, the amount you pay is NOT. How do you know if you're paying more than you should? Take [...]
Top Financial Concerns of Retirees
Making the Most of Your Finances in Retirement Done correctly, financial planning will address all the financial decisions you need and will need to make [...]
Pitfalls to Avoid in Retirement Planning
Helping You Get Financially Prepared for Retirement We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams [...]
Pay Less Taxes
Make Sure You Don't Pay More Than Is Needed It is always advisable to reduce your tax obligation using all the tax strategies available to [...]
Navigating the Medicare Maze
It's open enrollment time! AND this year, there are a lot of changes. We can help. Medicare is often a confusing and time-consuming topic. This [...]
