This Week’s Must Read

Financial Lessons From Football

Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch, …

Financial Lessons From Football Read More »

Tips for Safe Holiday Online Shopping

This article was originally published on https://www.lifelock.com/. The holiday countdown is on, and more than half of holiday shoppers plan to make purchases online during the 2019 season of giving. Unfortunately, it’s also the season for online scammers to make a killing — typically, at your expense. Online purchase scams, which can expose your identity …

Tips for Safe Holiday Online Shopping Read More »

8 things to do now to make Thanksgiving flights go more smoothly

From USATODAY.com Thanksgiving is a time for lists: Grocery lists. Menus. Black Friday shopping strategies. Holiday wish lists. Here’s one to add to the list if you’re flying over the holidays: steps to take now to make your Thanksgiving travel go more smoothly. You wouldn’t wait until the night before Christmas to shop, so why wait until you …

8 things to do now to make Thanksgiving flights go more smoothly Read More »

Required Minimum Distributions

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the …

Required Minimum Distributions Read More »

Medicare Open Enrollment Begins October 15

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The open enrollment …

Medicare Open Enrollment Begins October 15 Read More »

Schedule A Virtual Meeting From Anywhere In The World