Health Insurance After Retirement, Before Medicare
Filling the gap between early retirement and qualifying for Medicare. Health insurance is one of the biggest concerns for people ...
The One Big Beautiful Bill (and what it means for you)
We’ve all heard that President Trump’s “One Big Beautiful Bill” was recently signed into law. While there are many changes ...
Essential Tips for Avoiding Email Scams
How to recognize scams and what to do if you encounter them. The internet has made it easier than ever ...
Dollar Cost Averaging Establishes Good Saving Habits
Investing small amounts of money regularly establishes good savings habits and can benefit you in the long run. You don’t ...
Small-Cap Value Funds: An Investment Strategy for Long-term Vision
Small-Cap Value Funds are part of a diversified portfolio for a very important reason - this article attempts to illustrate ...
5 Biggest Tax Planning Mistakes
And How You Can Avoid Them Can you pay less tax? As you file your tax return for 2022, the ...
It’s a Bear Market – Should I Run?
Absolutely not. They say if you encounter a bear, you should never run away; rather stand your ground and stay ...
Qualified Charitable Distributions
What is a QCD? If you are over the age of 70 ½ and charitably inclined, a Qualified Charitable Distribution ...
3 Reasons Why You Should Choose a Fee-Only Financial Planner
Trust is the foundation of any strong relationship, and your relationship with your financial advisor should not be any different. ...
What should I know about Medicare?
If you are considering retiring soon or have already retired, it is important to have a health insurance plan. Many ...