Medicare Open Enrollment is a crucial period for beneficiaries to review their coverage options and ensure they are enrolled in the plan that best meets their needs. Medicare Open Enrollment occurs each year from October 15th to December 7th. This annual opportunity allows individuals to make changes to their Medicare coverage, such as switching plans […]
Retirement marks a new chapter in life filled with opportunities for relaxation, hobbies, and quality time. As you embark on this exciting journey, choosing the right living arrangement is crucial. Retirement living options have evolved significantly, offering a diverse range of choices to suit various lifestyles and budgets. In this article, we will explore common […]
Have you ever watched a futuristic movie and thought to yourself, “Wow, that would be a cool world to live in!”? I had this moment while watching Spy Kids with my siblings as a tween. One of the characters wants to make dinner for her brother and chooses an index-card-sized plate wrapped in cellophane, places […]
It has been some time since Cathy and I have taken an extended vacation. Much of this had to do with COVID travel restrictions and my overall busy schedule. With all that said, we planned a cruise about six months ago and flew out the end of July. Only about four days had passed when […]
One thing I have always valued about my relationship with my parents is their honesty. When I was growing up, they did an excellent job of answering each of my weird questions with as much truth as they could. They weathered the barrage of questions about why the sky is blue and why don’t unicorns […]
In the financial world, we like to recognize the month of May for 529 plans (5/29 – get it?). Also known as qualified tuition programs, 529 plans are tax-advantaged education savings accounts that can help finance a child’s education track from kindergarten through graduate school. Please allow me to highlight five key takeaways about 529 […]
Welcome to the wonderful world of parenthood! Whether you are beginning to think about growing your family or eagerly anticipating the arrival of your little one, it’s natural to feel a mix of excitement and nervousness, especially when it comes to managing your family’s financial planning. Rest assured, with a little planning and a lot […]
The tax filing deadline for most individual taxpayers is April 15, 2024. This looming date prompts many to consider last-minute strategies to reduce taxable income and maximize potential savings. Additionally, it’s an opportune time to prepare for the 2024 tax year. In this article, we will guide you through essential last minute ways to reduce […]
Recently I listened to an interview with Fred Smith, the highly respected founder and executive chairman of FedEx Corporation. He shared how over the next months or years policy changes need to be made when it comes to government spending and debt. Federal spending has risen dramatically to where almost $2 trillion was borrowed last […]
The holiday season is in full swing now, and you likely have a list of things to do that is just as long as Santa’s. While this is a truly magical time of year — twinkling lights aglow, Christmas music setting the tone in stores, and everyone feeling the Christmas spirit – the holidays also […]