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Tuesday, November 22, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Wednesday, October 26, 2022

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s...

Wednesday, September 14, 2022

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and...

Tuesday, July 26, 2022

Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the last 30 years or more, you may remember the high...

Thursday, June 9, 2022

Medicare Part C is not a separate benefit. Part C is the part of Medicare law that allows private health insurance companies to provide Medicare benefits. These Medicare private health plans, such as HMOs and PPOs, contract with the...

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Monday, May 9, 2022

Friday, April 8, 2022

Thursday, September 9, 2021

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are in order, as well as consider new...

Friday, July 23, 2021

Forty-eight percent of Americans do not own any stocks or stock-related investments, according to the most recent data available from Pew Research Center.1 Individuals may cite different reasons for not investing, but with important...

Friday, March 26, 2021

Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal life insurance, it provides a flexible premium and an adjustable benefit—meaning...

Thursday, March 4, 2021

Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend quality time with their grandchildren and family. We know that many of these...

Friday, February 5, 2021

According to the most recent information available, Americans have individual life insurance with a total face value of $12 trillion.1 Due to a variety of factors, these individuals may find themselves in circumstances where the...

Wednesday, November 11, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?” To understand why the markets react — or...

Wednesday, November 4, 2020

Breaking down the basics. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care...