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Annual Financial To-Do List

Annual Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: Can you contribute more to your retirement plans this [...]

By |2020-12-10T10:01:25-05:00December 10th, 2020|Financial Fitness|Comments Off on Annual Financial To-Do List

Year-End Estate Strategies

Year-End Estate Strategies What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations, especially when you're spending more time with your loved ones; even more important if you have a complicated estate that may need to get [...]

By |2020-11-13T11:45:58-05:00November 13th, 2020|Estate Planning, Personal Finance|Comments Off on Year-End Estate Strategies

Budgeting for Beginners

Budgeting for Beginners Getting started with you household budget.   Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to not only meet your day-to-day needs but also to potentially realize your financial goals. Rent payments may become mortgage payments, and socking away [...]

By |2020-10-30T11:35:40-04:00October 30th, 2020|Financial Fitness|Comments Off on Budgeting for Beginners

Facts About Medicare Open Enrollment

Facts About Medicare Open Enrollment How much do you know about the different coverage options?  Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored group health plan.1 When you enroll in Medicare, you pay multiple premiums for multiple types of coverage (Parts A and B, as well as the Part D [...]

By |2020-10-08T13:22:52-04:00October 8th, 2020|Healthcare|Comments Off on Facts About Medicare Open Enrollment
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