Balancing retirement savings with the rest of your financial life

Retirement is not a magical event that happens on its own, nor is it something that is beyond your reach. It does, however, require some thought and savings.  To succeed in your retirement planning, you’ll need to consider your goals and priorities. Most of us are balancing multiple goals including retirement savings, college savings for … Read more

Tax Favored Account Contributions and Distributions:

There is always a focus at the end of the year on making contributions to retirements plans.  There is the flip side to this and that is that it is important to understand what distributions you may need to make from a retirement plan or a flexible spending account.  Understanding what actions you should take … Read more

In the news: Cheddar Interview

Thank you to Cheddar for having me on their morning live-stream this month to discuss How to Prepare Your Financial First Aid Kit Before Disaster Strikes (full interview) and How to Build a Financial First-Aid Kit for Disasters  (excerpt from interview and blog post). In this interview, I discuss how The GET READY! Planner walks you … Read more

Fires & Floods:

Fires & Floods: The last couple of years have brought many natural disasters including fires, hurricanes and floods.  According to scientists, it is likely that the increased frequency and severity are a result of global warming and most likely will continue. This is having an impact on the insurance industry and will have an impact … Read more

Checking in with Genworth and the Long Term Care Insurance Industry:

Checking in with Genworth and the LTC Industry: The sale of Genworth to China Oceanwide Holdings Group Co. Ltd seems to be back on track and may be completed, by the end of this year.  China Oceanwide announced their plan to acquire Genworth about two years ago.   Tom McInerney, Genworth’s president, told securities analysts … Read more

Medicare Open Enrollment 2018 FAQ’s:

Medicare Open Enrollment season started on October 15th and goes through December 7th.  If you have traditional Medicare (Parts A and B), this is your annual opportunity to change or switch your Part D Drug plan, sign up for a Medicare Supplement (MediGap) or switch to Medicare Advantage.  If you are on Medicare Advantage, you … Read more

In the news: The Best Business Insurance (reviews.com)

Thank you to reviews.com for the opportunity to be a source for their article on The Best Business Insurance.  This article takes an in-depth look at how to protect yourself and your company from liability for employee injury, property damage, and other common mishaps by securing a business insurance policy from a reliable, communicative provider. … Read more