Action Steps for you regarding the CARES Act

Financial Planning, Market Events, Retirement Planning

The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...

Long-term Care: The Do’s and Don’ts

Health Care, Videos

The Neglected HSA

Building Wealth, Health Care

For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look at whether they can afford to invest in Roth IRAs or even back-door Roth IRAs. Health Savings Accounts (HSAs) get a lot less attention, but they...

A Focused Approach to Finding Senior Care

Health Care

Finding care for an older loved one can be a daunting task. Before beginning the search and selection process, you must know what you’re looking for. Nowadays we are in a season that represents the peak demand for all senior care communities including independent...

Understanding Long-Term Care

Health Care

When you think of the term long-term care, you probably think about nursing homes. In reality, long-term care doesn’t have as much to do with nursing homes as you might think. Understanding the difference can help you protect your family and finances. Long-term care...