Financial Planning for the New Year — and New Decade
What does 2020 have in store for you? With a new decade on the horizon, let go of your financial past and make money-related resolutions you can actually accomplish (without
Jason Speciner
SECURE Act: What It Could Mean for You
With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s
Back to Basics: Mortgage Refinancing
Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing
Getting Married — and Marrying Your Finances
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read
Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades.
Back to Basics: Health Insurance
Are you uninsured, underinsured, or just wanting a better understanding of your health insurance? From health insurance basics to how you can find the right coverage for your needs and
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun
Back to Basics: Life Insurance
Is life insurance right for you? If so, how much do you need? From whole life to term and individual or group — and everything in between — explore the
Back to Basics: Changing Employers? What You Can Do With Your Retirement Plan
When you change jobs, you often have some important decisions to make. But what can you do with your former employer’s retirement plan? Learn why it’s important to understand your