Medicare Tips & Estate Planning
If you are within three months of age 65, apply for Medicare through the Social Security website. What about costs? Additional insurance? How to choose? Even 18-year-olds need some estate planning.
The CARES Act 2020
Stimulus checks, business assistance and unemployment benefits have captured most of the news. The Act also contains several temporary retirement plan-related items.
Mortgages: Re-financing in retirement
Average 30-year fixed mortgage rates are at their lowest point since 1971. But rates are not the only factor to consider when evaluating a re-finance.
Model Portfolios, Socially Responsible Investing, & ABLE Accounts
As we often tell our clients, we take the view that investments are just one part of a household’s financial plan and seldom the most critical or determinative for plan success. Naturally, the annual returns of our investments are important to all of us...