IT'S ALL ABOUT MONEY MANAGEMENT
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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.
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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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December 2023 -
Even if your year has been relatively uneventful, December is still a good time to get cracking and see what changes may need to be made before we usher in 2024.
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November 2023 -
What financial, business, or life priorities do you need to address for the coming year?
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October 2023 -
Open enrollment for Medicare will be from October 15 through December 7. Open enrollment for Obamacare for individuals will be from November 1 through January 15.
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September 2023 -
Why the U.S. bill is issued by the Federal Reserve and what role the Federal Reserve plays in the economy. Here’s an inside look.
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August 2023 -
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
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July 2023 -
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
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June 2023 -
Both traditional and Roth IRAs can play a part in your retirement plans. And once you’ve figured out which will work better for you, only one task remains: open an account.
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May 2023 -
Some big changes are underway for Medicaid recipients over the next few months.
