Be realistic in your estate plan
The most difficult (and rewarding) part of my job is helping people with their estate plan. As a planner, it’s my job to help guide you through your financial life, including college planning, investments, retirement, and lastly, estate planning. The challenge of...
Understanding Medicare
Since we frequently see those nearing retirement get confused about Medicare, I thought it would be a good idea to cover what it is and isn’t. In addition, we are holding a complimentary seminar with a Medicare specialist on Thursday, Sept. 25, at 5:30 p.m. You can...
The top questions to ask your real estate agent about the financing
Real Estate Matters While real estate agents have a great deal of practical experience in the finance realm, they are not mortgage lenders. That means that they are not able to give you specific advice about which mortgage to choose or how you should finance your home...
Life insurance can be a useful tool
Life insurance: You need it, or you don’t. It’s that simple, right? Well, not exactly. There are countless uses for life insurance that I’ve seen over the years, and a few times when it really wasn’t needed. Today, we’ll talk about the uses of life insurance and what...
The origin of the silver three-cent coin
The late 1840s and early 1850s saw problems developing in our system of coinage, which had been created under the premise that a coin had its value in the metal it contained. That is, a silver dollar coin contained one dollars’ worth of silver and a five-dollar gold...
