Get Your Affairs in Order
Get Your Affairs in Order Unfortunately, most of us know of someone who has passed away due to COVID. It is fast and unexpected for the family. Many times the […]
Retirement
Plan Ahead Spending®
Plan Ahead Spending® Update: We received notice from the US Patent and Trademark Office on 09/08/2020 that our trademark has been officially registered! We have filed an application to register […]
Social Security: When to Apply
When Should You Apply for Social Security? More and more of my friends and clients are reaching “retirement age” for Social Security. The question is whether you should apply for […]
Do Your Parents need a Financial Checkup?
Do Your Parents need a Financial Checkup? Very frequently I hear children telling their aging parents that they need to pay their own bills to keep their mind sharp. Yet, […]
Preparing for Retirement
Back when I was in the retirement plan business I used to tell people that while almost everyone has a retirement plan, very few have a plan to retire. When […]