• October 30, 2014 : Medicare Part D Enrollment for 2015

    Medicare Part D Enrollment Runs from October 15th to December 7th

  • Wealth Management

  • September 17, 2014 : Index Fund Booster Takes Victory Lap: How You Can Win Too

    I started writing books extolling the virtues of index fund investing back in 2006. At that time, there were already many advocates of the concept, including Burton Malkiel, Larry Swedroe and, of course, John Bogle.

  • September 22, 2014 : Back to School Investor Checklist

    Tim Maurer has smart “back-to-school” moves for investors of all ages

  • September 22, 2014 : Important Decisions: Appointing Trustees and Guardians

    Life is hectic. Dealing with jobs, friends, family, and everything else you have on your plate contributes to that rapid pace. When you add children to the mix, it doesn’t get any easier. At some point, we run out of time to accomplish everything on our to-do list.

  • September 22, 2014 : Long-Term Care Needs: Self-Insuring Versus Long-Term Care Insurance

    Aaron Vickar lays out the benefits of planning for long-term care needs and what it really means to “self-insure.”

  • September 22, 2014 : Investing habits: The good and the bad

    Choosing good investments is a necessary condition for successful investing. But it's also important to engage in good behavior once those investments have been selected.

  • June 29, 2016 : Protect yourself from getting swindled!

    Protect yourself from getting swindled!

  • June 29, 2016 : Brexit- My Perspective

    Brexit- My Perspective
    What's going on accross the pond.

  • September 22, 2014 : Watching the World: How Headlines Impact Your Financial Plan

    Terrorism, health crises, and political and social unrest continue to capture the news headlines and our collective attention. Have you ever wondered how these events impact your financial plan?