As you approach retirement, one of the most important aspects of your financial and healthcare planning is preparing for Medicare. Understanding the complexities of Medicare and making informed decisions during open enrollment can help you secure the coverage that best suits your needs, avo …
When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.
Please join us in congratulating, Jorrell Bland! Jorrell is beginning his studies via the American College of Financial Services African American Diversity Scholarship which was obtained through a competitive application process. Please join me in congratulating Jorrell and feel free to con …
Join us in playing “What Rink is Larry At?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: ✔️Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as the …
As many of you know, I am knee-deep in the college planning process for my oldest who is a junior in high school and student debt has been a hot topic. The student debt issue in this country is real and a $1.5 Trillion Dollar one at that. This exceeds the outstanding debt for consumer …
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
We live in the Information Age, where any information we could ever want is available to us within seconds, but due to the overwhelming wealth of info and sources – not to mention neck-break speed of the instant news cycle – it feels hard to know what’s really going on.
