Nov 30, 2022 | Financial Planning, Taxes & Financial Planning
Your Year-End Financial Checklist The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue. Here are some aspects of your financial life to consider as this year leads into the next. Keep in mind that this article...
Nov 8, 2022 | Financial Planning, News & Events, Retirement
How-To-Retire Checklist PREPARING YOUR STRATEGY FOR EXITING THE WORKPLACE AND ENTERING RETIREMENT Contributed BY ANNA FALLER | NOV. 5, 2022 | The Northern Express These days, retiring is no easy feat. In a sea of inflation and increased costs, those caught without a...
May 23, 2022 | Financial Planning, Investing, News & Events
When you were a kid, one of the most fun things to do was ride your bike. Odds are that when you learned to ride your bike, you may have needed training wheels. As an adult you can think of investing in a similar way to riding a bike. It gives you a sense of freedom...
Aug 6, 2020 | Financial Planning, Taxes & Financial Planning
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year home loan had fallen to 2.98%. In...
Jun 15, 2020 | Financial Planning, Retirement
Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you will live? If you have a feeling you will live into...
Jun 1, 2020 | Financial Planning, Health Insurance
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private...
