Financial Blog Posts
Posted July 9, 2021
Home-—it’s the place where your children have grown into adults, it’s where pictures hang on the walls reflecting your most cherished days, it’s where you’ve had hard conversations and watched life play out, it’s where you come to feel most yourself. To be embraced by the four walls that you find comfort in, to be […]
Posted July 9, 2021
As you begin to think about retirement and what the future holds, you’re likely considering all the ways that you can prepare, plan and save financially. Whether you’re thinking about your insurance plans, refinancing your home, or simply how to retire comfortably, a Health Savings Account (HSA) is one tool you can use on the […]
Posted June 20, 2021
Every annuity company has its marketing names not just for the variable annuity but for all the riders (extra’s) that you can tack onto them. At its basic level, a variable annuity can be easy to understand. These stripped-down VA’s are just essentially investment vehicles that allow the owner to invest in the stock market […]
Posted April 21, 2021
Thinking of early retirement? It sounds like a dream come true if you are hoping for it; conversely, life might put you on the path to retire earlier than you anticipate. The timing of your retirement is a factor you will want to plan for carefully. Do you have enough money in savings? Have you […]
Posted April 8, 2021
Article written by guest contributor Heather Partin, a Health Insurance Expect with Jeannie Pierce Insurance Agency On March 11, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 (ARP). Before this act, the Affordable Care Act from the 2012 Obama Administration was signed into law, giving consumers greater access to health insurance. […]
Posted April 2, 2021
Planning for health insurance and the rising cost of health care in early retirement have been complex since the Affordable Care Act in 2010. Unfortunately, something that was supposed to bring down the cost of health insurance had the opposite effect. Many people with individual insurance plans found themselves priced out of affordable health insurance. […]
Posted March 5, 2021
The internet is one of the greatest tools ever invented (thank you, Al Gore!). The internet has helped create the ability for any user to access all the information available worldwide instantly. Unfortunately, this also means that people’s personal information and privacy are always at risk while connected to the internet. Practicing good cybersecurity fundamentals […]
Posted January 29, 2021
Have you become part of the “sandwich generation” taking care of multiple generations? Maybe you anticipate needing to take care of your parents soon. You probably know you’re not alone. According to Fidelity, 12% of parents who have a child at home also take care of an adult without financial compensation. As a result, these […]
Posted December 12, 2020
How you choose to pay for one of your largest investments—your house—can affect your cash flow well into retirement. You may have refinanced your home in the past and know it is a solid strategy to reduce your monthly payment, but there are discrete strategies for retirees to handle the remaining balance on their home […]
Posted December 4, 2020
When we consider long-term care, we are talking about more than an insurance policy. From fulfilling basic personal care needs to completing everyday tasks, long-term care encompasses the services and supports that fill the gaps when individuals need help over an extended period of time due to injury, disability, or advanced age. Even if you […]