by Jeannette Jones | Jan 5, 2022 | Effective Decision Making, Personal Stories
‘My siblings and I are concerned that our parents are being overwhelmed by charitable donation requests. They’re losing track of the groups they give to and how much they’ve already contributed, and it’s starting to impact their finances.’ ‘Mom took over managing her...
by Chip Workman | Dec 22, 2021 | Behavioral Investing, Effective Decision Making
We’re very fortunate to be blessed with wonderful clients, friends and other readers that find their way to this space each week. Before today’s post, I want to take this opportunity to wish you all good health and happiness as we continue through the holiday season...
by Jeannette Jones | Dec 1, 2021 | Healthcare & Wellness, Retirement
We’re nearing the end of Medicare’s open enrollment period for 2022 policies, which began October 15th and ends on December 7th this year, so if you’ve reached 65 you’re probably being inundated with marketing about Medicare Advantage and prescription drug insurance...
by Michael Raidt | Oct 20, 2021 | Effective Decision Making, Smart Spending
The use of credit cards can be a great financial planning tool. They can also be one of the worst financial decisions you can make. After receiving many solicitations to upgrade my American Express credit card, I decided to give them some attention and consider...
by Jeannette Jones | Aug 18, 2021 | Effective Decision Making, Investment Management
I often hear colorful comments and complaints about getting older that I can’t share here, but I have found an upside to aging that I appreciate. If you surround yourself with people younger than you (vs. only your peers) and you really listen, you have an opportunity...
by Jeannette Jones | May 5, 2021 | Effective Decision Making, Personal Stories
My parents drive less than 10,000 miles a year, but over time they had accumulated five vehicles with a two-car garage and a packed driveway. Insurance to cover a sports car, truck, conversion van, convertible and a Honda Fit gets expensive when you’re in your late...
