With the arrival of hurricane season, preparedness becomes a priority. Beyond basic supplies and evacuation plans, a solid…
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Save for retirement or for your children’s college tuition? Which financial goal should you focus on more? Well, it just so happens you should focus on both. It’s a story of conflicting emotions that…
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Analyze your situation to understand the scope of the emergency, learn how it impacts your finances and develop a budget management plan to ensure your family’s wellbeing. If you need to make financial…
Continue readingReorganizing your finances is always a healthy decision. Doing so helps you adjust your expenses and ensures that your savings and retirement plans are aligned with your reality. There are two tools to…
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Your children imitate you all the time. Take advantage of that desire to be just like you and start them on the road to an important habit—saving—that will help them all their lives. In the youngest ones: …
Continue readingThroughout your working life you’ve been preparing for retirement, and now the time has come—it’s the moment to think about how to handle it. Retiring means a significant change in your life, but good…
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Recent reports that the Social Security trust fund will pay out more than it takes in—for the first time since 1982—could trigger a rush to claim benefits. Financial planners often say that their clients…
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Medicaid is essentially a state and federally funded program that is managed by both levels of the government. Eligibility for Medicaid is said to be both “categorical” and financial. In other words, eligibility…
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It’s fairly common for discussions on retirement planning to focus solely on the financial aspects of securing a comfortable retirement. However, few individuals take the time to consider the non-financial…
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In the financial world there are multiple products and services offered for the clients’ benefit, but not all adjust to the needs and expectations that you have. If you’re a business owner, you won’t have…
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The world paralyzed on January 26, 2020. Early in the morning, one of the most successful basketball players of all time, Los Angeles Lakers legend Kobe Bryant, his 13-year old daughter, and seven others…
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