Financial planning isn’t just about investing
By T. Eric Reich When most people hear the words “financial planning,” their mind goes straight to investments. What stocks should I own? Is the market too high? Did my account beat the market this year? Those are all fair questions, and investing is...
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. Medicare was created in 1965 for people age 65 and over. In the years that followed, new coverage was added for those with...
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...
Manage your finances with a September reset
With summer winding down, September offers a chance to reset and refocus. There is a “back-to-school” feeling as we settle into new routines. It can feel like a mini–New Year, so it’s a great time to get a jump on your finances for the actual new year. This can help...
