Category Archives: Financial Services

Medicare and Medicaid: What’s the Difference?

Posted on Tuesday, January 17, 2017 by

It’s easy to confuse Medicare and Medicaid, particularly since they’re both government programs that pay for health care. But there are important differences between each program.

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Growth, Value or Both?

Posted on Monday, January 9, 2017 by

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It’s helpful to understand the opposing ideas, even if you want the best of both in your portfolio.

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Key Retirement and Tax Numbers For 2017

Posted on Monday, January 9, 2017 by

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017.

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

Posted on Tuesday, December 13, 2016 by

With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.

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What It Means to Be a Financial Caregiver for Your Parents

Posted on Thursday, December 8, 2016 by

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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Playing Catch-Up with Your 401(k) or IRA

Posted on Wednesday, December 7, 2016 by

If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.

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The Billion-Dollar Lost-and-Found of Unclaimed Life Insurance Policies

Posted on Wednesday, December 7, 2016 by

It is difficult enough to deal with the emotional loss of a loved one. But what if your deceased loved one’s financial documents – particularly their life insurance policy or policies – have been misplaced, or simply can’t be found?

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Will vs. Trust: Is One Better Than the Other?

Posted on Tuesday, November 8, 2016 by

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you.

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Are You Ending 2016 Healthy, Wealthy and Wise?

Posted on Friday, November 4, 2016 by

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

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What Changes Can I Make During this Year’s Medicare Open Enrollment Period?

Posted on Friday, November 4, 2016 by

Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment Period. Here is what you might want to consider changing for the coming year.

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