IT'S ALL ABOUT MONEY MANAGEMENT

  • Open Enrollment Begins for 2025

    Open Enrollment Begins for 2025 November 2024 - Medicare Open enrollment (annual election period) is from October 15th to December 7th. Obamacare open enrollment is from November 1st to January 15th.

  • The Five Basics of Financial Literacy

    The Five Basics of Financial Literacy October 2024 - Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out for.

  • Questions to Ask About Medicare

    Questions to Ask About Medicare September 2024 - Use this guide to consider your options when preparing to enroll in Medicare or after you have already enrolled.

  • How to Stay Active in Retirement

    How to Stay Active in Retirement August 2024 - For fitness, fun, and fulfilment, consider playing a sport like pickleball.

  • Caring for Aging Parents

    Caring for Aging Parents July 2024 - Transitioning from provider to dependent can be challenging for any family.

  • How Will Working Affect Social Security Benefits?

    How Will Working Affect Social Security Benefits? June 2024 - Three factors to consider before working after retirement.

  • A Checklist for When a Spouse or Parent Passes

    A Checklist for When a Spouse or Parent Passes May 2024 - When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of—and in recognition of this reality, here is a checklist that you may find useful at such a time.

  • Social Security: Five Facts You Need to Know

    Social Security: Five Facts You Need to Know April 2024 - Social Security can be complicated—and as a result, many individuals don’t have a full understanding of the choices they may have.

  • How Travel Insurance Saved My Life

    How Travel Insurance Saved My Life February 2024 - Imagine embarking on a dream vacation with friends, only to face an unforeseen medical emergency on the very first day. That’s what happened in Italy, where a stroke threatened to turn our vacation into a financial catastrophe. Little did I realize that our travel insurance would become the trip’s unsung hero.

  • Reviewing Your Life Insurance Needs

    Reviewing Your Life Insurance Needs January 2024 - If you have a life insurance policy that you haven’t reviewed recently, it may no longer align with your current needs. That is why reviewing your life insurance periodically may be a good approach.

 

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