Making a list, checking it twice: 5 Year-End Reminders
As 2018 draws to a close, Santa isn’t the only person making a list and checking it twice. Clients should keep these 5 things in mind.
Where does all our money go?
With the holidays right around the corner, do you find yourself wondering where does all your money go? The Bureau of Labor Statistics knows. They released a report in September showing where the average household expenditures went in 2017. See how you compare.
Leaving Your Legacy to the Right People
Don’t make the mistake of leaving your assets to the wrong heirs. These simple suggestions can help your loved ones avoid headaches and uncomfortable conversations.
Look Out for Your New Medicare Card!
Medicare is looking out for you! Have you received a new card in the mail? If you have not you will soon. Read about how they are protecting you from fraud.
Saving Money on Health Costs with Some Extra Help
Finding ways to skim down the cost of your healthcare could be dangerous. Many people with Medicare may be eligible for the Extra Help program but don’t even know it. Are you or a family member one of them?