As important financial paperwork piles up over time, a major question arises, “Should I shred this?” This is a delicate issue as there is the possibility that
Disclaimer: The older you are, the more relevant the post will be. On the flip side, the younger you are, the less relevant it will be!
Moving into a long-term
The following post was written by my fellow advisor Rick Waechter of Old Peak Finance in Chapel Hill, NC. Thank you to Rick for alerting me to some of these
As the year is coming to an end, open enrollment periods for working and retired individuals are beginning to open in order to make any changes, if needed, to
Whether your child will soon be commencing their freshman year of college or is currently in college, filling out the FAFSA (Free Application for Federal
It can be an exciting time for those who are about to get married. The anticipation of the ceremony, the honeymoon, and every other day after that is uncharted
Being self-employed can provide a higher level of autonomy in your work but it does come with more responsibilities such as retirement plan savings’ options. In
As the Fall approaches, so to comes an important period for current Medicare beneficiaries: The Open Enrollment Period. From October 15th – December 7th,
As we move more into a cyber-centric world, so to comes the likelihood of fraud. Protecting oneself against these attempts requires constant vigilance. Social
There are many reasons why one would donate to a charity. Perhaps one has a personal connection with a cause or maybe because it feels good and it is good to
For those who have maxed out contributions in qualified retirement plans (401(k), 403(b), 457, etc.) and IRAs, there may be another alternative to consider when
A common cash flow concern for retirees is the ability to pay for long-term care if needed later in life. While long-term care insurance policies can cover a