Medicare: Don’t get left out
Medicare is the free health insurance I’ll get when I retire, right? Not exactly. Medicare is the national health insurance program for Americans aged 65 and older and also for certain younger people with disabilities or special health conditions.
Funding College for Your Grandchild
In addition to thinking about your retirement needs, we find that it is common for grandparents to want to help fund their grandchildren’s college education as well. If possible financially, helping to fund your grandchild’s college offers a great way to invest in your grandchild’s future and help them with the ever-growing costs of a college education.
Breaking Bad's Walter White's Biggest Mistake
For those of you that watched this series, you are familiar with the premise. The show aired for five seasons, won numerous awards, and was touted as one of the greatest television series of all time.
The Biggest Financial Mistake You Can Make
For nearly 30 years, I have had the pleasure of helping many folks with their financial goals (and trying to fix some mistakes). Usually, one's goals are centered around a particular concern. i.e worrying about retirement, wanting to buy a house, or maybe just paying down debt.
Schwab to Acquire TD Ameritrade: What does it mean?
On November 24, 2019 Charles Schwab announced a definitive agreement to acquire TD Ameritrade. Many of you know that TD is the custodian for client assets that we manage. As such, we thought you’d like to know our take on this announcement and what it may mean for us and our clients.