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Creating a Financial Plan – Step 1: Don’t Sabotage the Plan!
Creating a Financial Plan – Step 1: Don’t Sabotage the Plan! Mark BeaverMay 1, 2014 | 3 min readSometimes when we discuss establishing an emergency fund with clients, we can almost feel their collective sigh. I agree this isn’t the most exciting part of one’s...
Long Term Care Insurance: Is it Right For You?
Long Term Care Insurance: Is it Right For You? Mark BeaverMar, 31 2014 | 3 min readWhile baby boomers are aging, so are their parents. As clients get more and more involved in the process of moving their folks out of the family home and into the next phase of living,...
Can We Rely on Social Security?
Can We Rely on Social Security?Andy KeelerJun 28, 2018 | 3 min read“The reports of my death have been greatly exaggerated.” -Mark Twain For years, many Americans have doubted the likelihood of receiving Social Security benefits by the time they reach retirement age....
Tune Out the Noise
Tune Out the NoiseMark BeaverJun 13, 2018 | 2 min readIn the media world there is a saying: “Bad news sells”. If that is the case, then the financial media sure knows how to sell! A quick online search shows how pessimistic headlines dominate, even as things improve....
2018 Tax Facts and Figures
2018 Tax Facts and FiguresMark BeaverFeb 9, 2018 | 1 min readNow that the Tax Cuts and Jobs Act as been signed into law, we now have details to help in our tax planning efforts. Changes that will affect many tax filers are new income tax brackets, the doubling of the...