RESOURCES

 

Navigating Medicare Open Enrollment

Comments Off on Navigating Medicare Open Enrollment

The fall season means the launch of Medicare open enrollment, which begins Oct. 15 and continues through Dec. 7. During this enrollment cycle, you may also switch from one Medicare Advantage Plan to another, or from one Medicare Part D (prescription) to an alternative provider. Medicare is health insurance for people age 65 or older,…

The Hidden Estate Tax

Comments Off on The Hidden Estate Tax

In the 1983 hit film, Trading Places, starring Dan Akroyd and Eddie Murphy, Akroyd’s character, Winthorpe, is haggling with a pawnshop owner over the value of the watch he is desperately trying to pawn in order to get cash. When the pawnshop owner offers $50 dollars, Winthorpe indignantly says, “This is a Roche Vouceau. The…

6 Cities Where You Should Take A Food Tour

Comments Off on 6 Cities Where You Should Take A Food Tour

Travel can be everything from going on museum tours or climbing a mountain to indulging in the luxuries of a hotel, sunbathing on a gorgeous strip of sugary sand and partying until dawn at mega clubs. Wherever you are in the world, there’s one thing that brings all types of travelers together, and that is…

10 Common Senior Health Issues

Comments Off on 10 Common Senior Health Issues

Getting older can seem daunting­—greying hair, wrinkles, forgetting where you parked the car. All jokes aside, aging can bring about unique health issues. With seniors accounting for 12 percent of the world’s population­–and rapidly increasing to over 22 percent by 2050–it’s important to understand the challenges faced by people as they age, and recognize that…

Condo vs. Senior Community Living – What’s The Difference

Comments Off on Condo vs. Senior Community Living – What’s The Difference

Condo living and senior living communities are not the same. They offer different lifestyles depending on what is important to you. Here’s a side by side look at the differences between residing in a condo and residing in a senior living community: Top 4 Differences in a Senior Living Community vs. a Condo 1. Maintenance: Interior…

Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.

Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or website does not constitute a representation of the services offered by our firm, nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.