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Paying for Skyrocketing Healthcare Costs in Retirement

Presented by Doug Kuring, March 22, 2019

Are Your Passwords Strong Enough?

We believe your personal safety online is of the highest importance. That’s why we are writing to share some important tips on making sure your passwords are strong enough to keep your data as safe as possible.

Estate Planning Review

Whitepaper: Estate Planning Review

Written By: Daniel A.

Medicare Premiums and Copayments

From George Koeltl, CFP®, March 15, 2019

More than one-half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. 

Top Strategies for Charitable Giving

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

Benefits and Risks of Purchasing Investment Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.

Are You Ready to Purchase Investment Property?

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

Are you seeing the shadows of last year in 2019?

The Groundhog and Promises of Spring

Groundhog Day is always celebrated on February 2.  I don’t know why, but one reason is that the date is the mid-point between the Winter Solstice (December 21) and the Spring Equinox (March 21). 

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