As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?
With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…
One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.
Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida. Typing into the phone he is able to communicate his thoughts for the first time. This coming on the heels of the Second Terrorist attack in Paris, France in less …
As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …
There’s been lots of coverage in the news the past couple of weeks about changes to Social Security claiming strategies, so we’d like to share a few key highlights about what’s changed and how it may affect you.
