Extended Care: No Decision Is a Decision
There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.
Can an HSA Account Play a Role in Retirement?
The secret is out on health savings accounts (HSA), and people of all ages are starting to embrace them as a way to pay for healthcare expenses.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
Retirement Rules Approved By Lawmakers
In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.
Myths And Facts About Social Security
Social Security is an important source of retirement income for most Americans. Here are the biggest myths and facts about Social Security, retirement savings, and pension.
All About Credit Scores
It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so it’s important to know how to maintain a positive credit score and credit history.
10 Years and Counting: Points to Consider as You Approach Retirement
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?
Mick Owens
Mick L.Owens began his career in the financial services profession in 1969 after graduating from Indiana State University with a BS in mathematics. He was heavily involved in risk management, estate planning, and cash flow planning for both individual and corporate clients. As his client base grew and their needs changed, Mick was continually challenged […]
