Archives

If you have an overall positive net worth or have a high net worth, you need to consider obtaining a liability umbrella insurance policy. Why? Medical bills and damage to property can go into the [...]

Things are still very uncertain in the markets, with COVID-19 still being extremely disruptive in most of our society and the society at large throughout the world. I am hoping that you did not [...]

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

When to elect to begin your Social Security benefits can be challenging in the best of times. I highly recommend you seek the advice of a Registered Financial Consultant or a Registered Social [...]

It is never to start soon saving for your retirement. It is a great thing for someone young who has some earned income to save a portion of it in an Individual Retirement Account for their [...]

If you are like many, you may be worried you have not saved enough to retire in the fashion you had always dreamed of. But do not worry, it is never too late to take over and properly plan for [...]

With the passage of the spending bill to find the federal government, there was one of many additional bills attached to the two spending bills. One, in particular, will have a profound effect on [...]

Financial planning can be a complicated and confusing endeavor for many. As a Registered Financial Consultant, I am always looking for ways to improve my services on a variety of people I am [...]

Are you preparing for your retirement and not sure what you should do about collecting your Social Security benefits? If so, you are not alone in wondering when the best time is to file to [...]

Are you one of the millions of workers whose company does not offer a pension for your retirement? If so, then you will most likely rely on the government’s answer to companies taking away the [...]