Medicare Enrollment
Medicare – What You Must Do Right Now
If you are on Medicare, it is that time of the year again! It is time to review plans to ensure you are on the best plan and making changes could save you thousands of dollars. My partner, Kimberly Reynolds, MS, CFP® gives tips on how to research and find the best plan for you […]
Chipmunk Savings Strategy
Show Love for Your Children by Planning for Their Future
One of the things I enjoy most in working with hundreds of client families is the overwhelming joy experienced when they bring a child into this world. It’s difficult to put into words, but there is something about a newborn baby that refocuses and reminds us of what is truly important. For new parents however, […]
Family Financial Planning
Retirement and Debt
Surprise Tax Bill in 2019
50 Rules of Success: Learn When to Say ‘Yes’ and When to Say ‘No’
What follows is the continuation of success habits that will become part of a book I’m writing, “50 Rules of Success”. Everybody starts with the same amount of time. To accelerate your success, it’s imperative that you become proficient at managing your time in a way that gets you your best results. As you become […]
Knowing When to Say No
You’re Approaching Retirement and in Debt, Now What?
A Study by the Employee Benefit Research Institute indicated that nearly 70% of retirees have debt and nearly 50% of retirees over the age of 75 are still managing debt. Managing cash flow during retirement is tough enough without also dealing with debt. As we advise our clients, our goal typically includes retiring all debt […]