Observations, insights, and happenings
Estate Plan Basics
The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? An estate plan is the process whereby we map out how you wish for your personal and financial...
Bear Markets Are Not Grocery Stores For Bears
Leaving food unattended and left out while camping is never a good idea. It’s one way to attract unwanted visitors most assuredly. But this quasi-grocery store for Yogi and his type is not the same type of bear market referred to in the title. The Bear Market I have...
The ABC’s (and “D”) of Medicare
For most Americans in their early 60's the thought of Medicare begins to creep into their consciousness. Generally at age 65 a person may qualify for Medicare coverage. According to the Kaiser Family Foundation there were 61.2...
Leaving An Employer? What To Do With Your Old 401(k)
Regardless of whether you’re voluntarily making a job/career change or if you’ve been laid off, the task of deciding what to do about the 401(k) you’re leaving behind is likely not high on your priority list. However, addressing this issue is an incredibly important...
9 Retirement Planning Mistakes You Can Easily Avoid
Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit...
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