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,...

Thursday, November 28, 2024

Common Sense — The Secret Sauce

   In today's fast-paced world, making smart decisions about your taxes, insurance, and financial plans is more important than ever. With the endless streams of information coming from every direction — whether or not it's from the internet, TV, or well-meaning friends — it's easy to get overwhelmed. That's why using common sense is a key factor in making sound financial choices. Common sense serves as a guiding principle, helping you cut through the noise and focus on what's practical, realistic, and aligned with your goals. (continue to article - 3 minute read)

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