By Craig Watson Harold was an 80-year-old bachelor, a former fighter pilot, a colorful and fun loving guy. Unfortunately, he suffered a stroke. He lived alone so it was 24 hours before he made it […]
By Mike Reed, AIF and Collin C. Grover, CFP “I’ve decided to retire soon, and I need some help.” As financial advisors, we hear this a lot. Most people know that retirement planning involves considering […]
By Tucker Thompson, CSA Below are a few answers to some of the most asked questions concerning Medicare and Health Insurance, Affordable Health Care, Obama Care, and SHOP Marketplace. What if I become eligible for […]
By Lori A. Leu, Erin W. Peirce, Lauren E. Olson, and Laura J. Chavero Long-term care in the United States is currently one of the most uncertain issues faced by seniors. Several factors contribute to […]
By Tucker Thompson, CSA Age is usually not a topic we like to discuss as we grow older. When it comes to choosing between the cost and coverage of Medicare, or Major Medical, there is […]
By Craig Watson Don’t let this financial scenario happen to you…Paula was an 80-year-old woman in average health. Paula had a daughter named Jackie who was divorced, unemployed, and needed a place to live while […]
By Sue Bogoevska Every parent and grandparent wants the best financial experience for their children and grandchildren. The hope is to pass along the wisdom of their experience, so that their offspring avoid pitfalls and […]
By Rick Allen I am becoming more and more supportive of the concept of cutting out the middle man. Often this can make a product or service more affordable. It also seems like we are […]
“The stock market will fluctuate, but you can’t pinpoint when it will tumble or shoot up. If you have allocated your assets properly and have sufficient emergency money, you shouldn’t need to worry.” ~AAII Guide […]
Courtesy The Ashmore Law Firm, P.C. You may not need an attorney right now, but certain instances may arise when you need an attorney. If you decide to get married, you are left an inheritance, […]
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