These days, you can buy any type of insurance without going through a professional. But is that the best approach? If you're a savvy consumer with time on your hands, buying insurance on your own may not be a bad idea. However, if you're like most people, you'll benefit from the services of a … [Read more...]
Finding an Insurance Agent or Broker
Inflation Reduction Act, Choosing a CCRC, & the Bean
Bill Gates had it right when he said success is a lousy teacher, because it makes you forget how the world works. That's especially true when all you focus on is the 'success' - the higher stock prices, the higher valuations, the more social media followers - and not the earned work that goes into … [Read more...]
Choosing a Continuing Care Retirement Community
What is a continuing care retirement community (CCRC)? CCRCs are retirement facilities that offer housing, meals, activities, and health care to their residents. These communities appeal to people who are currently in good health, but who worry that they may need nursing care later on. The CCRC and … [Read more...]
Adjusting Financially After Divorce, Disability Insurance, & River Spirit
Tell me, what is it you plan to do with your one wild and precious life? - Mary Oliver Adjusting to Life Financially After a Divorce In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, more than ever, … [Read more...]
Inflation Reduction Act
What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some … [Read more...]