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Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Monday, January 16, 2023

Check out the replay of Insights 2023

Monday, November 7, 2022

“Never respect men merely for their riches, but rather for their philanthropy; we do not value the sun for its height, but for its use.” - GamalielBaileyAs we near year-end 2022 many will contemplate giving strategies into...

Monday, October 24, 2022

The kids are away at college and you now have something called free time. Giddy Up! Or maybe not… Now that the golf courses are starting to close for the winter season, what do you do with all of this free time?It may sound...

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Wednesday, October 12, 2022

If you have an inherited IRA and/or beneficiary IRA account, you should be aware of some recent confusion regarding the distribution rules in these accounts.The10-year rule that was established in 2019 dictated that all beneficiaries...

Thursday, September 29, 2022

Legislation moving through our federal government right now includes a number of new tax proposals. Nothing is final, but I thought it would be helpful to see where the plan is heading and any actions that we should consider.1. The...

Monday, September 26, 2022

A few years ago, I used this R.E.M song to describe the negative tint in all things market, economy and policy related. As I write this on Monday, September 26th I am again marveling at the pervasive negative news across the world....

Friday, September 2, 2022

Filing the FAFSA and not sure what to do? We have been there too. Assisting four children through college means filing the FAFSA four times, so we would like to think we have gained some expertise in federal financial aid.‍We...

Friday, September 2, 2022

If you are a divorced or separated parent sending your child to college, the FAFSA can raise some common questions and complications for your family during the filing process.‍Having experienced a divorce personally, I can attest...

Tuesday, August 23, 2022

When satisfaction or contentment is derived primarily from our comparative view of others, particularly their financial persona, we may find ourselves never finding real satisfaction or contentment.One can rarely attend a party, share...

Wednesday, August 10, 2022

We have a quick video on the markets/world at large through the lens of the I's and the R's.‍https://bbemaildelivery.com/bbext/?p=video_land&id=c4a9a6b8-8e1e-49f7-ab2f-707ae25e405b‍

Wednesday, June 29, 2022

“We all have a picture of what our lives may look like when our kids leave home.” – Empty Nest Full Pockets. We may conjure up different ways to cope - whether they be healthy or unhealthy for our mental or physical...

Wednesday, June 22, 2022

A 529 plan is an investment account where the funds are designed to pay for your students’ education. As stated in Part 1 of this series, 529s can cover qualified education expenses. Here are 5 reasons you should consider opening...

Tuesday, June 21, 2022

Among the tools available to fund your child’s higher education, 529 plans, also known as ‘qualified tuition plans,’ are a highly effective and successful alternative.A 529 plan is an investment account that is used...