Blog

Medigap policies come in many flavors. If you’ve done any reading in this area at all, you’ve probably come to realize that the whole thing is a messy alphabet soup… and it’s really, really hard to figure it all out. Read Full Article Here... Written By: jblankenship...

Have you ever heard the saying, “You will pay less tax in retirement”? Well, most of our clients do not pay less tax in retirement. They pay more. The main reason is that, in retirement, they have Social Security and required minimum distributions (RMDs) from their...

HOW WOULD YOU DEFINE financial freedom? That’s the intriguing question I’ve been asked twice in recent weeks by journalists curious about the new HumbleDollar book, My Money Journey: How 30 People Found Financial Freedom—And You Can Too. Financial freedom is something...

At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should write your obituary and then try to figure out how to live up to it."...

In this Issue: Retirement Age Expectations vs. Reality Creating Your Own Operation London Bridge Famous People Who Died Without Proper Planning Read Full Newsletter Here...

A properly executed power-of-attorney document is absolutely essential, but you’re going to need patience and diligence to get through the process. Read Full Article Here... Written By: Beth Pinsker Published By: MarketWatch.com

As long-term care insurance premiums go up, many policyholders are struggling with what to do. Accept higher premiums, reduce benefits, let the policy lapse or take a payout? Read Full Article Here... Written By: Roxanne Alexander, CFP® Published By: Kiplinger...

Good morning. In the fuss and bother of work and life, it can be hard to set a few minutes aside just to read and think. So maybe you haven't yet had the chance to read Warren Buffett's annual letter to Berkshire Hathaway Inc.'s shareholders, which he released on Feb....