7 Law Changes Pre-Retirees Should Watch Out For
Introduction The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) is a bill passed by the U.S. Congress in December 2021. It builds upon and expands the provisions of the original SECURE Act (passed in December 2019) and includes changes to...
How Much Will Health Insurance Cost if I Retire Before Age 65 (Medicare Eligibility)?
Many of my clients are concerned about what health care costs might be if you retire before age 65 (Medicare Age)? They thought that because they had good incomes or lots of money, they wouldn't get any financial help for health insurance. After they went through our...
10 Questions To Ask A Financial Advisor
Are you looking for an advisor overwhelmed by the sea of people that are out there? Or, are you currently working with an advisor and not sure if they are still the best fit for you? Here is a list of ten questions to ask: 1. Are you a fiduciary? A fiduciary is...
7 Investing Principles Every Teen Needs to Understand
Introduction Learning the principles of investing is important at any age. They say it is never too late to start investing but there are a million reasons ($$$$) to teach these principles to your children as early as possible. While teaching financial...
How To Design Your Dream Retirement & Life
“Life Isn’t Determined By The Cards You Were Dealt But How You Play Your Hand”Isaac Breese Have you ever seen a person with all the money in the world that wasn’t happy? How about a person with very little that is calm and content? There are many studies that show...
How to Create a my Social Security Account
What is a my Social Security Account? My Social Security is a personal account where individuals can view their Social Security Statement online. The account gives you access to a benefits estimator, your personal earnings history, and other tools. ...
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