Charitable Giving Strategies

Donation Box as part of Charitable Giving Strategies

Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.

Medicare Open Enrollment

Medicare-Eligible Woman Researching on the Computer

If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.

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.

THE VERSATILITY OF LIFE INSURANCE

Life insurance is a versatile financial tool that can play a critical role in a family’s overall financial strategy. However, too often, it’s overlooked and seen as a tool that can play only a more limited role

Medicaid And Nursing Home Care

As you enter your 60s and 70s, health may become more of an issue than it once was, and your thoughts may turn to the future. Who will take care of you when you can no longer care for yourself? If you must enter a nursing home, how will you pay for it? By learning as much as you can about Medicaid right now and planning appropriately, you may be able to resolve these issues and create a more secure future.

Protecting Your Loved Ones With Life Insurance

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a great need for life insurance. However, as you take on more responsibilities and your family grows, your need for life insurance increases.

Four Reasons to Review Your Life Insurance Needs

You may have purchased life insurance years ago and never gave it a second thought. Or perhaps you don’t have life insurance at all and now you need it. When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected.

Insurance Needs in Retirement

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.