by Sara Stanich | Mar 23, 2020 | Cash Flow, Kids, Planning
Like almost everyone else, our family is staying home right now and physically staying away from really anyone else outside the family. I feel incredibly blessed that we moved out of the city to the place where we want to spend our days last summer, and to a new house...
by Sara Stanich | Feb 26, 2020 | Insurance, Planning, Retirement
If you are approaching the age of 65, you’ll soon be eligible for Medicare coverage. For many of us, this sounds like a respite from the annual changes to your health insurance. But what will a switch to Medicare mean for your budget? We don’t sell...
by Nannette Kamien | Nov 13, 2019 | Estate Planning, Planning, Retirement
One of the most difficult times in our lives are when we finally start to notice our parents are aging. Maybe you don’t see them as much as you used to, and when you do, they aren’t as sharp, or physically active. Maybe you do see them often and the...
by Nannette Kamien | Oct 30, 2019 | Debt, Education, Kids, Planning
When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren’t intuitive. In this post I will cover the most frequent situations I encounter. I will also include tips to help you use...
by Sara Stanich | Oct 23, 2019 | Planning, Retirement
As financial planners, we spend a lot of time talking about your vision for retirement. What would you do if you weren’t working? How will you spend your time? More often than not, the answer includes a dream trip or some amount of travel. We love hearing about travel...
by Nannette Kamien | Oct 15, 2019 | Cash Flow, General, Investing, Planning, Retirement
Is Your Money Being Used to Improve Your Life? There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). Money...
Recent Comments