It is very important to understand exactly what Medicare benefits are, so you can be prepared to pay the deductible and any co-payments, plus the uncovered services. Read More

The Tax Cuts and Jobs Act was approved and is now the new law of the land.

While the majority of the media has covered the proposals for the changes as being a boon for the wealthy, they have missed discussing how the new tax laws affect most retirees. Read More

Transitioning to retirement isn’t a simple process. Let’s talk about a few of the things that you can do to make this time of your life easier. Read More

When a couple decides to get married, they are often lost in the moment and preparation for the “big event.” We have all heard about the let down when the honeymoon is over and reality sinks in. Read More

The use of beneficiary designations is one issue that is not well understood and can lead to much confusion.

Most people think it is a simple matter of naming a person to receive certain assets by will or trust or naming them as a beneficiary of a retirement plan. I only wish it were that simple! Read More

Have you retired or are about to retire? Here are a few things to remember as you move into this next journey of your life. Note that retirement is not about an age or amount of money; it is when work is optional!

Some of these reminders are passed down from an older generation but we sometimes forget them. Read More