In my financial planning practice I spend a fair amount of time with people in a job transition. Recently I have spoken with a few people who pay for their health insurance through COBRA, not realizing that...
Learn MoreWhole life insurance has received a bad rap in recent years. Some insurance agents may try to sell it to younger couples with children who are better served with low-cost term life insurance. And some people...
Learn MoreThe performance of the market over the last few days has heightened many people’s anxiety about whether the stock market is due for a major correction. For many, the memory of 2008/2009 lingers. No one can...
Learn MoreI recently upgraded my cell phone and discovered a lot has changed in the cell phone marketplace over the last couple of years. In this month’s blog I’m sharing some strategies to help keep your overall cost...
Learn MoreIf you won’t be collecting a traditional pension and must rely on a combination of social security and a 401K/IRA portfolio to fund your retirement, you’ll want to be very conscious of both your...
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