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Markets & Marriage
- 01/15/21
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good as it gets?”
[+] Full Article Building a Healthy Financial Foundation - 01/01/21
You will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
[+] Full Article
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good as it gets?”
[+] Full Article Building a Healthy Financial Foundation - 01/01/21
You will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?
[+] Full Article
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November 27, 2017 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 » |
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November 1, 2017 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 » |
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October 10, 2017 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 |
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September 12, 2017 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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