Editor's note

I've handpicked articles and stories that resonate with both my clients and myself, with the goal of providing you with valuable, practical insights that you may find both informative and useful.

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Medicare and ACA Open Enrollment Periods 2025

  The MEDICARE Open Enrollment period starts on October 15, 2024, and continues through December 7, 2024, for coverage beginning January 1,...

Wednesday, October 2, 2024

October 2024 Newsletter

 Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

HOT TOPIC: The Fed Finally Cut Interest Rates
What could it mean for your finances?

Can You Put the Brakes on Rising Auto Insurance Premiums?
There are still steps you can take to make your premiums more affordable.

Do You Have Enough Life Insurance?
Here are several methods to consider when determining your life insurance needs.

Making the Most of Your Credit Card
Credit cards are no longer viewed solely as a debt instrument for cash-strapped individuals.

A Pension Strategy That May Boost Your Income
A strategy called pension maximization may offer the best of both worlds.

What’s Your Real Return?
It's important to consider the real return on your investments, which includes the effects of taxes and inflation.