Ways to save money this summer
Summer is coming up quickly and with an end in sight for the pandemic, you may be itching to get out into the world. But remember to do so safely and economically! There are many ways to enjoy the season on a budget and save. With a little planning, you can have a great time […]
Reasons to purchase life insurance for family members
Buying life insurance is an important part of financial planning that’s designed to help protect our loved ones when we pass away, both financially and emotionally. But that coverage isn’t limited to individuals. It can also be extended to your children and other family members to help make everyone’s lives a little easier when someone […]
Life insurance at any age
Buying life insurance is an important part of your overall financial planning to help ensure your loved ones are financially covered to continue their lives without you. Life insurance coverage is available across different age ranges, so it’s important to find a policy that suits your needs. Here are some things to consider at various […]
Tips For Finding Retirement Planning Advice
We won’t sugar-coat it: when it comes to retirement, there’s a lot to plan. If you’re like most people, you’ll want some advice on how to make sure your money lasts as long as you do (or longer!) You can find advice from a variety of places and at different price points. If you’re looking […]
Applying for Part B Medicare
Some of you are still working, have health insurance coverage through your job, but applied for Part A Medicare because as you turned 65 it’s required. If you didn’t you would be subject to a lifetime penalty. But as long as you have in enough working quarters Part A doesn’t cost you anything. However, Part B […]
Tips For Reviewing Your Life Insurance Policy With A Financial Professional
When you purchased your life insurance policy it was best suited for your needs at the time. But as your life situations change, so do your life insurance needs. That’s why it’s important to keep your policy up to date. A regular life insurance review can help ensure your objectives are still being met. If […]
I’m turning 65 and the Social Security office is closed… now what?
I’m turning 65 and the Social Security office is closed…now what? I get calls like this all the time. A person is turning 65, however, the Social Security Administration (SSA) office is closed in my area, what do I do? Fortunately, you have options to apply for Medicare and it’s easy to do: Like everything it’s […]
