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Image for Can you Afford to Play the Odds?

Sep 11, 2017

Can you Afford to Play the Odds?

If you are 65 years old, you have a 70% chance of needing long-term care. Can you afford $90,000 per year? If not, you may want to include LTC insurance in your financial plan. Or, you can take the chance of being in the lucky 30%!

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Sep 4, 2017

Boat Insurance – Is It Necessary?

If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?

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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

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Aug 10, 2017

529 College Savings Accounts - Does This Expense Qualify?

Do you know what post-high school educational expenses qualify for tax-free reimbursement from your child’s 529 account? It’s important to know what expenses do qualify in order to avoid paying taxes and a penalty for those expenses that don’t.

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Aug 9, 2017

College Costs: What’s a Parent to Do?

Whether it’s the moment you first hold your newborn in your arms, send her off to preschool, or watch him cross the line in a kindergarten ...

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Aug 9, 2017

Will the DOL’s Fiduciary Standard Rule Affect You?

If you’ve heard about the Department of Labor (DOL) Fiduciary Standard Rule but are unsure how it will actually affect you, you’re not ...

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Aug 7, 2017

Your Aging Parent Is Ill – Now What?

If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...

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Jul 31, 2017

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...

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Jul 24, 2017

Annual Checkup Equals a Healthy Portfolio

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!

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Jul 17, 2017

Stock Market: Stay In or Get Out?

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

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Jul 10, 2017

Demystifying “Equity Compensation”

Does your employee incentive package include something called “equity compensation?” If so, congratulations! If all goes well, equity ...

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Jun 26, 2017

International Stocks: Is Now the Time?

After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...