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Here are some things you might want to do before saying goodbye to 2017.

What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Read more »

charitable gifts gifting tax planning year-end money moves

 

After a November 1 start, the window closes December 15.


This fall, the annual enrollment period to sign up for health insurance is shorter. In many states, it lasts only six weeks, from November 1 to December 15, and the federal government website link to health coverage, healthcare.gov, will be down for maintenance on many Sundays... Read more »

ACA Affordable Care Act Health Insurance

 

A summary of what you need to know.

Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. Read more »

Medicare Medicare Advantage Medicare Supplement Medigap Open Enrollment

 

If you’re going to say “I do,” here are some things you might want to do.

Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list. Read more »

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