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  • How to Set Financial Goals You Can Keep

    The start of a new year gives many people motivation to take a fresh look at their finances and focus on their goals for the future - but, as the year progresses, this enthusiasm can fall to the wayside. If you’re someone who falls into this trap, there are steps you can take to stay motivated and set attainable goes for 2021 and beyond. [...]

    2021-06-18T15:29:03-04:00March 16th, 2021|Financial Planning & Money Management|

    “One Shoe Does Not Fit Everyone’s Foot”

    When considering Medicare options, should you consult with a Seniors’ Health Insurance Information Program (SHIIP) volunteer or a licensed Medicare and health insurance broker? In central North Carolina, there are 74 different prescription drug and Medicare Advantage options and 64 Medigap plans to choose from. Picking the right plan is critical. [...]

    2021-03-16T16:37:38-04:00March 16th, 2021|Insurance|
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