As a university professor or professional, you receive many benefits. Not surprisingly, some of our clients were not aware of them all. Are you? To maximize these benefits requires some familiarity not only with them, but also the stipulations around them. We have highlighted some of these benefits and rules surrounding them below. Tax Management […]
Are you retiring and signing up for Medicare? A Premium Challenge may be just what the “doctor” ordered for your finances. If you are in this situation, you are probably being bombarded with “information” on Medigap policies and Advantage plans (often referred to as Medicare Part C, however it is provided through insurers). Of course, […]
2020 has been a year unlike any in my lifetime. We are now in the fourth quarter of the year, and, if you are like me, you are ready to put this year behind you. That is not to say there is nothing left to do before we close the books on this year. As […]
Did you know Oct. 7 was World Financial Planning Day? Well, don’t feel bad if you missed it; we kind of did as well. But, we are making up for it with this article. We usually use this space to inform you on topics that touch your personal finances and hopefully give you some insightful […]