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The Week Ahead – September 9, 2019: 6 Social Security Traps to Avoid
Recognizing that Social Security supplements other sources of income, we can take proactive measures that maximize benefits while avoiding the pitfalls that poor choices can create.
The Week Ahead – September 3, 2019: Reading Recession Risks in the Yield Curve
Attention turned to the yield curve last week as the financial media deluged investors with news about its inversion and the signal it sends about a possible recession.
Planning For Future Healthcare Costs – September 2019
Did you know that healthcare expenses increase at a faster rate than expenses such as housing, utilities, and food?
The Week Ahead – August 26, 2019: A Retirement Fact Sheet
Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.
The Week Ahead – August 19, 2019: Digital Asset Planning Checklist
Everyone should know what assets they own, yet many don’t when it comes to digital assets. Use this checklist to help you make sense of yours. What is a Digital Asset? Any digital file that is of value to you or your company, including emails, online profiles, photos, videos, audio fi …
The Week Ahead – August 5, 2019: Searching for Health Coverage in the Years Before Medicare
What are your options for insuring yourself prior to age 65? If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in the period before you can sign up for Medicare. Two, finding a way to pay for that coverage.
