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It’s Time for Your Annual Medicare Check-Up: How to Assess Your Current Needs

Based on industry studies, the majority of those with Medicare coverage are overspending every year, either through excessive premiums or through unanticipated out-of-pocket charges. Individuals oftentimes purchase Medicare Part C (Advantage) and Part D (prescription drug) plans that do not match up with their actual healthcare needs. (Votava, Katy, “Medicare Users Should Give the Coverage a …

Countdown to Retirement

Summer is coming to an end and hopefully, you and your family had a chance to take a great vacation. As you think back to your summer vacation, think about all the time you spent planning for the trip. You reviewed your available cash and created a budget for your trip. Then you began shopping …

Is It Time To Rewrite Your Estate Documents?

Estate planning can be broadly defined as the process of accumulating, managing, conserving, and transferring wealth while taking into consideration legal, tax, and personal objectives. At the most basic level, this means ensuring that your assets go to the right individuals. As your estate gets larger, it is necessary to make sure assets are going …

Second Quarter Market Update

The 2nd Quarter has continued the unwelcomed trend of market volatility. The 3rd Quarter of 2015 experienced a selloff in the S&P 500 of -12.4% followed by a quick turnaround. The 1st Quarter this year started off as the worst start to a year ever, dropping -13.3% on the S&P 500 (even worse overseas), but …