Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want to renew or upgrade

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of

Are There Blind Spots in Your Insurance Plan?

Deficient coverage may cost you someday. Many households and businesses are insufficiently insured. The problem is not necessarily the quality of coverage, but the breadth and depth of it. Your own business or household may

Which Financial Documents Should You Keep On File?

… and for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement.

Medicare Enrollment Options for 2017-18

A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.