Tag: insurance

General Planning

Ahhh it’s Year-End! What do I need to do before 12/31?

It’s time to make sure you’re financially accounted for before the new year rolls around. It may be maxing out HSA and retirement plans, settling debt, or holding realistic assumptions about your spending habits. Here is a full list to consider tackling.

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General Planning

New Year, New Me – Financial Resolutions

Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.

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Powwow discusses genetics testing.
General Planning

Is Genetic Testing a Good Idea?

During the recent holiday season I was peppered with advertising promoting the idea of gifting DNA and ancestry kits. I’ll admit it, I’m terrible at

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Words related to Long Term Care
Elder Care Planning

Long Term Care Insurance

Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term care insurance options. New research is even indicating that the

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