2025 Q1 Key Planning & Investment Deadlines
Don’t miss any important dates. Reference this postcard for key dates and deadlines for the first quarter of 2025. Key Deadlines- Download Here
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How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. How to Pay for Long-Term Care- 8 Strategies
4 Common Elder Scams: How to Stay Safe and Fight Back
Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Download here 4 Common Elder Scams
YOUR 2024 LAST-CHANCE FINANCIAL PLANNING CHECKLIST
Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, I will be happy to go…
Coming up in October – Cybersecurity Awareness
Coming up in October – Cybersecurity Awareness Cybersecurity Awareness Month is an annual campaign held every October to raise awareness about the importance of cybersecurity and encourage everyone to take proactive steps in safeguarding their digital lives. With cyber threats on the rise, from data breaches to phishing attacks, the need to protect personal…
Caregiving-Elder Care and You
Limitations in cognitive and physical health are the primary reasons why older adults need help with their daily activities. As we age, we can’t rule out the possibility that we may develop an impairment affecting our independence. According to The National Institutes of Health, which is a part of the U.S. Department of Health and…
May Newsletter: 7 Disciplines That Lead to Happy Retirement
May Newsletter: 7 Disciplines That Lead to Happy Retirement Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing how…
Developing a Realizable Vision for Retirement
How do you vision spending your retirement? This month we will be focusing on retirement planning. Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations. Download article here