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  • Downsizing, Right-Sizing or Simply Staying Put: Organizing tips when planning for the next phase

    According to an AARP survey, 3 out of 4 retirees prefer to remain in their home for as long as possible. It’s time to be proactive and prepare to declutter! Sorting through a lifetime of belongings takes time, and it will be to your benefit if you start before it becomes necessary. [...]

    2020-12-17T18:57:51-05:00December 17th, 2020|Products & Services|

    Got Diabetes?

    If you or someone you know has diabetes and/or congestive heart failure - and reside in Guilford County - there is a newly available $0 dollar premium Medicare Advantage Chronic Special Needs Plan that will substantially lower prescription drug and health care copays! There are over 32 thousand Medicare eligible residents [...]

    2020-12-17T18:17:43-05:00December 17th, 2020|Insurance|

    Charities Are Hurting – This May Be The Year To Help

    In these challenging economic times, many worthwhile charitable organizations find themselves in a precarious financial position. Meanwhile, they are experiencing unprecedented demand, especially those charities who provide basic needs like food and shelter. Thankfully, new, unique provisions in the tax code have been implemented in response to the COVID-19 [...]

    2020-11-09T16:12:01-05:00November 9th, 2020|Financial Planning & Money Management|

    Pumpkins, Falling Leaves and Medicare Mail – Time to Review Your Medicare Plan

    Fall means cooler weather, colorful leaves, migrating geese and Medicare Mail. If you are over 65 you know what I am talking about. Medicare is confusing and the barrage of information you receive is of little help. Today I am going to explain what you need to know about Medicare planning. [...]

    2020-11-09T15:52:17-05:00November 9th, 2020|Insurance|

    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|
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