Medicare: Avoiding Extra Costs In Retirement

Many Americans rely on Medicare to pay for healthcare costs in retirement.  Medicare is a federal health insurance program for seniors and others with disabilities and certain illnesses.  There are several parts to Medicare, but we will focus on the two parts that...

Layoffs, Early Retirement Packages, oh my…….

Economic uncertainty is causing some companies to revisit and adjust their balance sheets.  Cutting expenses may involve layoffs or early retirement packages for current employees.  If you find yourself in the situation where you are presented with an early retirement...

6 Ideas To Bridge The Cash Flow Gap

It is common to compare market movements to the ebb and flow of the ocean tide (which we are temporarily missing while our beaches remain closed).  These are certainly unchartered waters!  Please continue reading for ways to help you navigate through the uncertainty....

Emergency Relief Options for COVID-19 Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law recently.  Below you will find a list of the new emergency relief options for individuals to consider.  We are developing strategies around items in the relief act to save you money....

Controlling What We Can in Unusual Times

This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...