Unordered Content: Blog Posts

Tax Efficiency in Retirement

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a…

5 years ago

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become…

5 years ago

Little-Known Homeowners Insurance Facts

You may be surprised to learn what is and is not covered. If you have a homeowners insurance policy, you…

5 years ago

Making Decisions About Life Insurance

Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it?…

5 years ago

How Medigap Choices Are Changing

Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no…

5 years ago

Managing Drug Costs

How can households meet the challenge? Are prescription drug costs burdening your finances? Some people find it a challenge to…

5 years ago

Keep Your Life Insurance When You Retire

Some good reasons to retain it. Do you need a life insurance policy in retirement? One school of thought says…

5 years ago

What Do I Do With All of This Money?

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick…

5 years ago

Tax-Loss Harvesting

A useful year-end move to counteract capital gains. Even though this may end up being a subpar year for stocks,…

5 years ago

“Backdoor” Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way. You can sum…

5 years ago

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