Planning for the Future Articles | Retirement Resource Guide

To Change or Not to Change? Things to Know About Medicare

To Change or Not to Change? Things to Know About Medicare

When leaves begin to change color and we transition into fall, it is a reminder for most seniors to review their Medicare coverage and ask, “Is my plan still working for me or is there another option that would serve my needs better or save me more money?” [...]

Mary Ann2019-09-05T11:38:23-04:00September 5th, 2019|Insurance|

Tax Reforms Impact Business

Tax Reforms Impact Business

For small business owners, managing the bottom line of their company is often a top priority. If you operate a business of any kind, it’s important to understand the impact of the tax law changes that took effect in 2018 and how they may affect your business. Here are some [...]

Mary Ann2021-06-18T16:12:33-04:00September 5th, 2019|Financial Planning & Money Management|

User Beware!

User Beware!

In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

Mary Ann2020-08-04T19:16:36-04:00September 5th, 2019|Financial Planning & Money Management|

Picking a Medicare Advantage Plan

Picking a Medicare Advantage Plan

Do you feel a little bit like you’re playing a guessing game when you try to pick a Medicare Advantage plan? The choices can be confusing. Which plans do your doctors accept? Which have the best customer service? Are your prescription medications covered? Which supplemental benefits are the best? [...]

Mary Ann2021-01-27T12:54:10-05:00September 5th, 2019|Insurance|

5 Tips to Get Your Legal Affairs in Order

5 Tips to Get Your Legal Affairs in Order

Death or incapacity can creep up on anyone. If you’re not prepared, your family could bear a heavier burden when handling your estate and financial affairs. Here are five tips to help everyone lighten the load. Make an estate plan. One of the most important things you can do to [...]

Mary Ann2019-06-12T14:45:09-04:00June 12th, 2019|Elder Law, Estate Planning|

Hope … What Does it Mean to You?

Hope … What Does it Mean to You?

"Hope" is a comforting word that often gives us peace and calmness. It sometimes stirs emotions of confidence about our future. One of the most popular lines in the 1994 movie classic "The Shawshank Redemption" says, “Hope is a good thing, maybe the best of things, and no good thing ever dies." [...]

Mary Ann2022-08-17T15:56:49-04:00June 12th, 2019|David Haynes, Insurance|

Summer Fun and Financial Preparedness – They Can Go Together

Summer Fun and Financial Preparedness – They Can Go Together

Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

Mary Ann2020-07-30T13:38:09-04:00June 11th, 2019|Financial Planning & Money Management|

How a Financial Plan Can Help You Achieve Your Bucket List

How a Financial Plan Can Help You Achieve Your Bucket List

We spend a lot of time daydreaming about and planning how to achieve our goals. Charting a new career, creating a bucket list, helping a loved one reach success, and other goals all have financial implications that deserve consideration. This is where a financial plan comes in. The goal of a plan [...]

Mary Ann2021-06-18T16:14:26-04:00June 11th, 2019|Financial Planning & Money Management|

Chocolate or Vanilla – How Do You Choose?

Chocolate or Vanilla – How Do You Choose?

What’s the difference between a Medigap (Medicare Supplement) or Medicare Advantage Plan? What’s my “best” option? First of all, most everyone should consider choosing either a Medigap or Medicare Advantage Plan because Original Medicare (Parts A & B) does not cover 100 percent of healthcare costs. Without an additional plan [...]

Mary Ann2019-06-11T14:40:54-04:00June 11th, 2019|Insurance|

James Richardson Named One of Best-In-State Wealth Advisor

James Richardson Named One of Best-In-State Wealth Advisor

James M. Richardson was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by over 11,000 of the nation’s most productive [...]

Mary Ann2021-06-18T15:27:06-04:00March 22nd, 2019|Financial Planning & Money Management, News & Information|

Planning for the Future

Categories