Courtesy Leu & Peirce, PLLC Healthcare Advance Directives are a vital part of your estate plan. Each of the advance directives plays a distinct role in ensuring that when the time comes, your healthcare wishes […]
By Glen McKenzie Your wallet can easily become cluttered with loyalty cards, coupons, cash, checks, store credit cards and a host of identification cards. Not only is an over-stuffed wallet a hassle to carry, it […]
By Craig Watson Eddie and Martha and their three small children were driving home one night when a drunk driver swerved into their lane causing a fatal collision. Eddie, Martha, and their baby died that […]
By John J. Checki Jr., CPA, CFP®, CRC® and J.J. Checki III One of the biggest concerns of people approaching Medicare age is health care costs, especially LTC (long-term care.) It’s scary at first […]
By John J. Checki Jr. and John J. (J. J.) Checki III Hope your day is going well and we are both filled with passion and purpose. After many years of experience and research, I […]
Courtesy Leu & Peirce, PLLC The New Year is a time for fresh starts and optimistic outlooks. After seeing family over the holidays and contemplating the future, many will add “getting affairs in order” to […]
By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]
By Tucker Thompson Because the impact some of these changes can have on both your healthcare and checkbook, thorough reviews are recommended! Highlights are mentioned, with special emphasis on checklists to help better understand your […]
More than 20 million Americans currently participate in 401(k) plans through their employers with an average account balance around $30,000. These pension plans can help to provide security for a comfortable retirement. It’s important to understand, however, the tax implications of these pension plans when you decide to change employers or perhaps are a victim of corporate downsizing. If you’re a plan participant there are several alternatives available to you. […]
By Gary Brancaleone CFP®, CRPC® Financial advisors don’t work for free, but their true value can far exceed the fees they charge when investors select them wisely. An advisor’s experience and expertise may actually help […]
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