BlogRetirement Planning

What You Should Know About Medicare

As you age, the threats to your health will likely become more prevalent. Your body will become more vulnerable to illness and physical deterioration, which could lead to a rise in healthcare expenses from medications, doctor visits, physical therapy, ambulance rides, and more. If you’re looking to get ahead of these future expenses and lessen the burden you’ll be forced to shoulder down the road (and you qualify), utilizing Medicare may be an excellent option for you.

BlogInvestment StrategiesRisk ManagementWealth Management

6 Steps to Prepare Your Finances for an Impending Recession

Remember that recessions are part of the normal cycle of any economy, and we have weathered some significant ones in recent decades. Not every recession degenerates into complete upheaval, as we experienced during the lowest point of the pandemic and during the Great Recession of December, 2007 - June, 2009. It’s important not to become anxious when things begin to turn and instead lean on the perspective that we’ve gained from past periods of economic downturn.

Man with armor protecting himself from a downturn in the stock
BlogInvestment Strategies

Tales from the Crypto

This post was written by Bob Keane, CFP® – Financial Advisor I am sure we are like most financial advisors in that we are fielding more calls from clients regarding “investments” in crypto “currency.” I put quotation marks around these words intentionally because...