Savings


Last will and testament with notary public tools
Should I Have a Last Will and Testament? Do you know more than 50% of the USA population do not have a will because they think they have few assets to leave behind? I know it’s hard to talk about death, but it’s the only sure thing we have in life. It is […]

The Basics of Last Will and Testament


Coin stack with young green sprout growing on top to symbolize financial life stages concept.
Financial Life Stages A person goes through financial stages throughout life: accumulation, building, and retirement years. Each life stage has a set of actions to take based on needs. Those actions may include buying a house, purchasing a car, starting a family, saving for retirement, and dealing with illness or death. Knowing the […]

Financial Life Stages




Saving for Retired Life: Concerns and Methods If you are worried about running out of money in retirement, you are not alone. A new study from the Indexed Annuity Leadership Council shows about 25% of people’s biggest fear is running out of money in retirement. Savings 25% of Americans are […]

Saving for Retired Life: Concerns and Methods


Medicare Mistake #10: Not Taking Advantage of Discounts If your income is limited, you may qualify for discounts that lower Medicare expenses Medicare Savings Program Your state may help pay the Part A (Hospital Insurance) and the Part B premiums (medical insurance) and additional expenses According to Medicare.gov, there 4 […]

Medicare Mistake #10 Not Taking Advantage of Discounts