To make resolutions or not

Resolutions do not have to be just at the New Year. As circumstances in one’s life changes, so must we periodically take time to reevaluate what is important to us and what we want to accomplish. While it is good to have goals and timelines, it is often easier and more successful to try more […]

Read More

You’re Never Too Young To Start Saving For Retirement

Statistics show that less than half of U.S. citizens are ready for their own retirement. The numbers get worse when one looks at the Baby Boomer crowd, as those individuals are batting one out of three. Once concern, coloring the picture for younger savers, is the ubiquitous student loan, a millstone around many a millennial […]

Read More

Saving For Retirement? Here’s A Tip

Every year economic experts gather for an annual pow-wow in the beautiful state of Maine. Experts are currently in agreement that Americans approaching the crest of retirement are in a bit of a pickle. CDs and treasury notes are thin yielders at best lately. The staple of many soon to be retirees, the 401{k,} has […]

Read More

What’s the Difference Between a Trust and a Will?

There are many things that are in the minds of elderly people who have a lot of money. They have a lot of assets and they know that the game of life is slowly coming to a close for them! As a result, they want to be prepared to leave something behind to their potential […]

Read More

What Is an LLC, and How Is It Formed?

An LLC is something that all of us have seen on various companies out there. Some of us even have family members who have companies with this title and you have always wondered it stood for. Little do most people know, there is nothing more to an LLC than people trying to protect their assets […]

Read More

How to Teach Your Children About Money

When looking to manage your own finances, you must make sure that you are privy to a lot of information before you get started. Investing is a risk; there is no other way to describe it. There are some professionals who know what they are doing but even they do not know exactly where the […]

Read More

5 Frequently Asked Medicare Questions

There are several different Medicare options to choose from, known as Medicare Part A, B, C, and D. Part A covers a percentage of inpatient hospital visits and skilled nursing facility stays. Part B is for basic care and includes doctor visits, outpatient therapies, and some medical testing. The Medicare Advantage program is Part C […]

Read More

8 Ways to Give Your Investments a Spring Cleaning

For many of us, spring-cleaning means cleaning out our houses, but this can (and should!) extend to our finances as well. Spring is a time to look through your portfolio for under performing assets, go through your debts, and ensure your taxes are filed properly and that you’re not paying too much or too little. […]

Read More

Money Matters Beneficiary Tips

On this weeks “Money Matters”, we discuss three true or false questions. Whether insurance pays the benefits owed to the beneficiary even if that person is a minor. Will trumps a life insurance policy beneficiary listed? Also whether you should have a secondary beneficiary listed. Do beneficiaries that are minors receive payment from insurance companies? […]

Read More