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These blogs are intended to help individuals understand the core basics of financial planning. Financial planning is essential to maintaining financial wellness to better stay on track to achieve your financial goals.

 

Monday, September 18, 2023

Medicare options during retirement Americans 65 years of age and older face a number of choices when it comes to Medicare healthcare coverage. We look at the top considerations. Medicare is available to virtually all U.S. citizens and...

 

Thursday, September 14, 2023

COULD A TRADE SCHOOL BE IN YOUR FUTURE? The pros and cons to consider when weighing the options When high school seniors start to get their college acceptance letters, some students (and their parents) measure their success rate by...

 

Monday, August 21, 2023

Caring for Aging Parents There are important steps you can take to help your aging parents find health care and living assistance, and to secure financing for the cost of the care. Many adults have aging parents who are in need of...

 

Monday, August 14, 2023

Working With a Financial Professional Your financial professional is an experienced financial professional who will help you work toward your financial goals. Here’s how to optimize that critical relationship. The financial world...

 

Thursday, August 10, 2023

The Basics of Financial Fitness Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.   There’s a subjective uncertainty...