How Medicare Plays Into Your Estate Planning

Medicare Open Enrollment starts October 15, 2020 and if you’re new to Medicare or if you need to review and make changes, it’s time to talk with your financial professional to ensure your future medical needs will be covered. Additionally, the CARES Act has provided...

Can Baby Boomers Count On Social Security During Retirement?

Social Security (SS) faces a financial challenge from the impending retirement of the largest generation in American history, the 76 million people born in the “baby boom” years (1946 through 1964). These boomers began to hit retirement age (62) in 2008. With so many...

How Siblings Care For Elderly Parents When No One Can Agree

For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a difficult conversation quickly....

Rebounding Your Business From Negative Cash Flow

2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get your business back on track. No one knows...

Protecting Your Retirement Regardless Of Election Results

The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially so you want to prepare now. 2020 Recap: 2020...