Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes…
Boomers’ Post-Pandemic Retirement Concerns
For many who are decades away from leaving the workforce, retirement may seem like an abstract concept. But once you’ve entered your late fifties—like the youngest Baby Boomers, turning 57…
What You Need to Know About Medicare Advantage Plans
If your 65th birthday is coming up—or if you’re receiving Social Security Disability payments and are about to qualify for Medicare before age 65—you may be wondering exactly what comes…
Long-Term Care: Exploring Your Options
Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able…
Six Months and Counting
August 5, 2021 Dear Valued Investor: Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further,…