What is Medicare?
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Here is why it is important to choose wisely when selecting Original Medicare or a Medicare Advantage plan.
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Blog
Backdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreAdulting 101: Employee Benefits to Look For
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Open enrollment season is almost upon us. Here are three items you should keep an eye out for and consider at enrollment time.
Read MoreLong Term Care Insurance – 3 Product Choices – 3 Pools of Money
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Long term care (LTC) insurance policies provide a “pool of money” to help you pay for the cost of long term care services.
Read MoreDo Your Adult Children Have a Medical Advocate?
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It’s ski season and my family is heading out west for some fun in the snow. It always seems like there’s so much to pack (jackets, skis, poles, helmets, gloves, etc.), but there are two more items that I require my adult children to bring.
Read MoreSave For a Rainy Day. You Never Know When It May Pour...
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September is National Preparedness Month, and part of preparing for emergencies and natural disasters is making sure your finances are in order. After all, being prepared is what financial planning is all about.
Read MoreFour Types of Insurance and Why You Need Them
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There seems to be an insurance for every situation these days. Believe aliens will invade earth one day? Farmers Insurance offers coverage in the event of a UFO crash. If you are a celebrity, you may want to insure a famous asset of yours, like Julia Roberts’ smile, for example. These are some unusual insurance situations, but you should know about the most common, and more practical, insurances available.
Read MoreEuchred by a Health Savings Account
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Anyone with ties to the mid-west region of America has more than likely heard of something called Euchre.
Read MoreWhat to Know About Open Enrollment
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Open Enrollment for the Health Insurance Marketplace 2016 plans has been in effect since November 1, 2015.
Read MoreFive Things to Know About Health Insurance
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If you are enrolled in a Marketplace insurance plan, keep your information updated throughout the year. Some events, such as getting married, qualify you for a Special Enrollment Period.
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