Financial Planning

Posted Nov. 01, 2021
Open enrollment to sign up for health insurance coverage for 2022 through the Health Insurance Marketplace opened on November 1, 2021 and continues through December 15, 2021. Before you start your application, take time to review HealthCare.gov's informative checklist to make the application process quicker...
Topics: Financial Planning

Posted Oct. 28, 2021
Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning

Posted Sep. 30, 2021
It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again: the COVID-19 pandemic changed everything. After experiencing...
Topics: Financial Planning

Posted Sep. 21, 2021
When Halloween comes around, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to...
Topics: Financial Planning

Posted Sep. 06, 2021
While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s easy to decipher the best course...
Topics: Financial Planning

Posted Sep. 02, 2021
Benjamin Graham, widely known as the "father of value investing," once wrote, “The investor’s chief problem – and even his worst enemy – is likely to be himself.” All humans carry with them biases shaped by their backgrounds and experiences, which influence every decision they...
Topics: Financial Planning
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