Medicare offers a strong foundation, but it doesn’t cover everything. Medigap can help fill those coverage gaps by reducing unpredictable medical bills and providing more financial stability in retirement. Learn how Medigap works, what it covers, and how to choose the right plan for your needs.
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Congratulations to Our 2023 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2023 Five Star Wealth Manager award.
To Join, or Not to Join (A Gym)
January is the month most people reconsider their habits: eat healthier, drink less, and exercise more. Here are 8 reasons why a gym membership might be a good idea.
What You Need to Know About SECURE Act 2.0
Once again, changes are coming to retirement accounts. The Secure Act 2.0 contains many changes, some of which are still being fleshed out. Here’s what we know so far.
I-Bonds Are the Latest Hot Thing. Are They Right for You?
I-bonds may be a good investment during this time of high inflation. But there are pros and cons to be aware of before buying them.
2022 Year-End Tax Planning Tips
Here’s a look at some year-end tax planning strategies you should consider before 2022 closes.
7 Ways to Save Money
Saving money should always be a priority, but even more so today in light of rising inflation. Here are seven ways to save money immediately.
Why We Love Giving Tuesday
#GivingTuesday is about giving back in whatever way you can. Here are some ideas that go beyond writing a check, helping you to decide how you can make a difference.
How Rising Interest Rates are Impacting Pension Decisions
If you’re lucky enough to have a pension, you have some decisions to make. Will you take monthly payments or a lump sum? If the latter, when to take it is crucial to maintaining its value.
It’s Time to Celebrate National Estate Planning Week!
Estate planning supports the financial security of individuals throughout their lifetime and ensures the intended transfer of their property and assets at death. The documentation is critical, yet an estimated 56% of Americans do not have an estate plan.
How to Get the Best ROI With Your Home Renovations
Home renovations serve two purposes: spruce up your living environment to improve your comfort and lifestyle, and make your home more attractive to potential buyers. Here are some ideas on how you can get the best return on your investment.
FAFSA Opens on October 1
FAFSA for 2023-2024 School Year Opens on October 1. It’s advisable to submit your application as early as possible.
Seniors Could Score Big Savings on Prescription Drug Costs
Prescription drug costs are out of control, and the government is about to help. The Inflation Reduction Act includes provisions giving Medicare the right to negotiate. Here’s how it should help.