By Marcus Taylor, Financial Advisor

Long-term care coverage can fill in the gaps other health care insurance leaves behind. 

The New Year Is Coming. 4 Things Every Small Business Owner Should Be Thinking About For 2021

By Brad Starken, Financial Advisor

How to Make a Wealth-Transfer Plan

By: Dan Miller, CFP®

A well-designed plan protects your wishes and helps avoid conflict among your heirs.

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when individuals generally are eligible for Medicare, which covers routine health care expenses such as visits to doctors and prescription drugs. But the program doesn't cover everything.

Elections can move the market, but that doesn’t mean you should change your approach.

Did you know that your life insurance needs can vary drastically as your life changes? Most people understand that having life insurance is part of a responsible financial plan, but they are not aware that their needs can change over time. If you have found a policy that meets your needs and gives you peace of mind, you're not necessarily done.

Most folks are aware that living healthy has many benefits. Especially for those who may soon be facing old age and the potential health problems that may come with it. With the recent Coronavirus pandemic, it has been older folks in poorer health who are being affected the most. To date, all deaths in the U.S.

Avoid Required Minimum Distribution Mistakes

Everyone is scared. Things are volatile and uncertainty on what to do and where to turn, is running rampant. Store shelves are empty, the news is negative, and the stock market is in turmoil. Where can you turn for some sense of clarity, unbiased advice, that proverbial port in the storm?

The Good, the Bad, and the Ugly of Retiring Early

By Daniel S, Miller, CFP®