Remember When Things Were Simple?

Remember When Things Were Simple?

Remember When Things Were Simple? Life doesn’t need to be so challenging It wasn’t that long ago that you could change the oil in your own car; you could change the channel on TV without needing a doctorate to figure out how to use the remote!  And what about...
Open Season: MEDICARE

Open Season: MEDICARE

What does Annual Medicare Enrollment mean for You? Every year, as you approach age 65 or if you are beyond that age, you start getting bombarded with ads about Medicare enrollment starting in August.  If you are like most people, you probably stop paying attention...
The Toll of a Scam

The Toll of a Scam

A Real-life Story A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on the sequence of events but I will share this story anonymously with you in hopes that you can learn something to protect yourself. The Events...
The Dream Team

The Dream Team

What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...