by admin | Oct 14, 2024 | Uncategorized
It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. You take a peek and see a text from a phone number and area code you don’t recognize. “Hey Jackson, when are you coming to my house to fix my a/c? It’s hot in...
by admin | Sep 9, 2024 | Uncategorized
It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with...
by admin | Aug 8, 2024 | Uncategorized
A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data are sobering. The average cost of college is $38,270 per student per year,...
by admin | Jul 8, 2024 | Uncategorized
Margaret Newcomb, 69, is a retired teacher, and she is trying to protect her retirement savings by caring for her 82-year-old husband, who has severe dementia. At times, he has wandered away from his home. She attaches a tag to his shoelace with her phone number in...
by admin | Jun 6, 2024 | Uncategorized
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court. The emotional toll is immeasurable, with relationships incurring irreparable harm that can...
by admin | May 14, 2024 | Uncategorized
Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing...
