Saving for college
One of the most common questions I get as a financial planner is “What’s the best way to save for college?” While the choices include 529 plans, UGMA/UTMA accounts (also known as custodial accounts), pre-paid tuition plans, and even life insurance, today we will focus...
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...
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...
