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Social Security and Medicare Changes to Look for in 2019

November 02, 2018

It looks like social security payments are slated to grow next year. However, for several recipients, the more substantial payments will be somewhat offset by an increase in Medicare deductibles and premiums.

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How to Choose a Financial Planner: Your Ultimate Guide

October 29, 2018

Putting the future of your finances in the hands of a someone else? To some, that may sound a little crazy.

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Special Needs and Housing: How You Pay Can Affect SSI Benefits

September 27, 2018

Likely the most weighted factor used in determining whether SSI recipients will qualify for the maximum benefit is their housing arrangement.

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Retirement Planning Options for the Self-Employed

September 25, 2018

Working for yourself can be both freeing and rewarding.

The downside is that you're more responsible for dealing with things like taxes and retirement plans. If you're new to being self-employed, you may need a little help with those things.

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College Financial Aid EFC: 6 Questions Answered

September 21, 2018

When it comes to navigating the world of college financial aid, it can feel like a neverending maze of rules and applications. There are various important elements of the process that are important for parents and student to know, and one that stands out front is knowing and understanding what your EFC is. EFC is an abbreviation for "Expected …

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10 of the Biggest Retirement Planning Mistakes You Need to Avoid

August 23, 2018

Are you beginning to prepare for your retirement?

The average retirement age in America is 61 years old. However, this average is steadily increasing as Americans continue to live longer.

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Everything You Need to Know About an Inherited 401k

August 09, 2018

Receiving an inheritance is often both a blessing and a challenge. It usually comes at a difficult time emotionally--following the death of a loved one. But when the gift is an inherited 401k, you are faced with an additional challenge.


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7 Retirement Planning Tips for Women

July 22, 2018

Most women in the United States retire at the age of 66. But, women face unique hurdles in comparison to men when it comes to retirement.

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Why Florida Residents Need a Hurricane Plan for 2018

July 13, 2018

The Atlantic Hurricane season started on June 1st. Many experts project an activity level of average to above average this season.

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Financial Planner vs. Financial Advisor: What's the Difference?

July 11, 2018

The demand for financial advisors is expected to increase by around 15% in the next decade. It's clear that people continue to see the value in having a professional help them with their family finances.

However, when looking for some help, you have to consider the differences between a financial planner vs. financial advisor. Although there …

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