Here’s how to get a jump-start on creating a system to organize your bills, statements, policies and other financial paperwork. Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, …
Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place before you urgently need it. Most of us have always thought of our parents as the people who took care of …
Worried about having enough saved for retirement? Here’s a simple approach: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the lump sum needed to generate the necessary income at retirement. Surveys show that most baby boomers plan to work in some capacity during their retirement years. …
A Workable Solution for Baby Boomers Near Retirement Read More »
Medicare and health insurance open enrollment starts on October 15th. To help you find the best coverage for your money, here’s a step-by-step checklist of health care items to review annually. Each fall, it’s important to review your health care needs and consider your available insurance options for the coming year. A recent survey found …
Health Care Checklist for Finding the Best Coverage Read More »
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