Financial advisors come in all shapes and sizes. Some work with broker-dealers (such as Charles Schwab or Fidelity); others work with independent Registered Investment Advisors (such as FSA). When calculating
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The open enrollment period for Medicare begins October 15, running through December 7. The changes made during the period take effect on January 1 the following year. When enrolling in
Continuing our discussion on Social Security, Kim dives into the basics for married couples. What options do you have? What is the appropriate time frame for taking benefits? What
Buying a home is a time-consuming and costly activity. If your only experience in buying a home is on an HGTV show, there’s a lot more to it than they
Books are a great investment to learn valuable information and financial guidance. Books are flexible because they can be read in your spare time, while commuting, or even during your
Kim breaks down options for Social Security for singles in this week’s Technical Tuesdays video. She explains when singles can file for benefits, and how to decide when is
Finding a reliable and trustworthy professional to take on home improvement jobs in your house is often a hard task. You often hear horror stories about contractors who don’t finish
Now that the kids are out of school, many of us will be preparing for summer travel. We spend a lot of time with clients discussing how travel fits into
Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part
Financial aid is top-of-mind for students and their parents in the springtime. Below is a list of frequently asked questions we often hear in regard to financial aid. What is