Are you ready to break your holiday spending cycle?

Are you ready to break your holiday spending cycle?

It’s finally here – the holiday season. You enjoy buying gifts for others … and also for yourself. You splurge on Instagram worthy holiday gatherings – décor, food, beverages, not to mention your clothes. It’s easy to rack up expenses as you swipe/tap your card....
4 Key Financial Considerations for Unmarried Couples

4 Key Financial Considerations for Unmarried Couples

Have you been with your significant other for years? You may have decided to live together even though you are not married. You may even refer to each other as “husband” or “wife” even though you are not legally married. You’re committed to each other but don’t hold a...
Checklist for Visiting Aging Parents

Checklist for Visiting Aging Parents

With the holidays quickly approaching, you may be starting to schedule your family visits. If it includes traveling to visit your aging parents, make sure there is plenty of down time to observe how they are aging. Being with your parents all day and for several days...
What to Consider When Comparing Medicare Plans

What to Consider When Comparing Medicare Plans

Medicare annual enrollment period begins on October 15 and ends on December 7. Block off time now to review your options before time slips away as you begin planning for the upcoming holiday season. During this period, review your current plan and compare it to other...