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  • How To Approach Market Volatility In Retirement

    Retirement is an important milestone that often comes after years (or decades) of careful planning. But even the most seasoned planners couldn’t have foreseen the severe market selloff that happened in March in reaction to the COVID-19 pandemic. The abrupt end to the 10-year bull market surprised investors [...]

    2020-07-30T19:14:23-04:00July 30th, 2020|Financial Planning & Money Management|

    Getting The Most From Medicare Advantage

    Why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras could cost an MA [...]

    2020-07-29T15:09:40-04:00July 29th, 2020|Insurance|

    Coping With COVID

    This is a most unusual summer. I believe we would all agree that many of our normal and usual concerns have been replaced by new concerns and maybe even new interests. Financial concerns may not be too different than in our pre-COVID days, but let’s review a few perennially and currently impactful ways in which we can “Cope with COVID.” [...]

    2020-08-04T19:11:14-04:00July 29th, 2020|Financial Planning & Money Management|
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