May 30, 2019
Let’s talk money.
There are four types of money: free (the best kind!), tax-free, taxable, and tax-deferred. It’s important to know these different types of money because you want to have tax diversification – especially when you near retirement. Some people realize too late that all their money is in tax-deferred...
May 30, 2019
It’s never too early to start saving.
By keeping track of some important retirement saving milestones, you can make sure you’re on track to make your money last at least as long as you do. Anyone can start saving as soon as they’re making money (a taxable compensation) – even a 15-year-old scooping ice cream...
May 30, 2019
What’s the difference between Medicare and Medicaid?
Medicare is complicated – which is why we work with a Medicare specialist when our clients need Medicare support. But once you understand the difference between Medicare and Medicaid, you’ll at least be able to navigate between the two accordingly depending...