Category Archives: Financial Services

How Can Families Trim College Costs?

Posted on Thursday, November 9, 2017 by

Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it.

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What You Can Do With a Will

Posted on Thursday, November 9, 2017 by

A will is often the cornerstone of an estate plan. With that being said, here are five things you can do with a will.

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Five Myths About Group Disability Insurance

Posted on Thursday, November 9, 2017 by

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by because you have group disability insurance. Unfortunately, you may be in for a big surprise.

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What are Some Tips for Reviewing My Medicare Coverage During Medicare Open Enrollment?

Posted on Friday, October 13, 2017 by

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018.

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Is the Social Security Administration Still Mailing Social Security Statements?

Posted on Thursday, October 12, 2017 by

For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, things have changed.

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Managing Debt While Saving for Retirement

Posted on Wednesday, October 11, 2017 by

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Five Common Financial Aid Myths

Posted on Friday, September 8, 2017 by

With the rising costs of both private and public colleges, financial aid has become essential for many families. So how much do you know about this important piece of the college financing puzzle?

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Does Your Business Need a Buy-Sell Agreement?

Posted on Friday, September 8, 2017 by

When you’re mired deep in the day-to-day challenges of the management of your business, it’s often hard to step out of the trees and take a good hard look at the forest. But at various points in the business cycle, it’s important to do just that.

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Medicare and Your Employer Health Plan

Posted on Thursday, September 7, 2017 by

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll need to consider the benefits and costs before making your decision.

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