It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with average Medicare premiums and out-of-pocket expenses could find that they…
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College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then contact the school directly to further negotiate a financial aid package. Download the attached for tips Download here
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A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data are sobering. The average cost of college is $38,270 per student per year, according to Education Data Initiative, a team of researchers that collects data and…
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Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control. Download the attached for tips. Download Here
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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…
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Summer has arrived. And with that, several important dates are right around the corner. Make sure to make note of all the upcoming deadlines. Download- Summer Key Dates
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With our new partnership with Independent Property and Casualty Group (IPCG), it’s simple to get a quote and place a policy. IPCG is nationally recognized by Allstate, Travelers, Nationwide, Progressive, and more – so you can rest easy knowing you’re in good hands. Contact us today to learn more about the benefits property and casualty…
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Excited to be included on the 2024 Advisor to Watch list by AdvisorHub! Out of thousands of nominees, we secured a spot on the list of the top 200 RIAs nationwide. Firms were ranked on scope, growth and professionalism. See Article and Full List Here
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If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? You may have your records organized in a way that works for you, but imagine what…
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