Where will your money go in 2015? Many people intend to have charitable giving be part of their annual spending, but don’t actually plan for it. This may be because families aren’t sure which charities to give to, how much to give, or how to make the gifts. We know that the fun part is […]
Medicare Enrollment… What’s so Hard about That?
Advantage vs Supplement Medicare Enrollment… What’s so Hard about That? By: Andrea Bulen After working for the same company for 50 years, my father in-law (Bob) recently retired at the age of 68. Up until this point, he was covered through his employer’s health plan. Like many retirees, he figured that because he was 68 […]
"Bond King" resigns from PIMCO
By: Mark Ziety Bill Gross, famed “Bond King” and manager, founder, and chief investment officer from PIMCO, resigned on Friday. PIMCO has an extensive number of mutual funds commonly included in many 401(k) & variable annuity investment offerings. Mr. Gross’ resignation has created a spike in bond trading volume and created ripples through the bond […]
Freshman Fifteen (thousand dollars -or more- disappeared!)
By: Kevin Reardon I’ve spent many-a-day helping clients plan for the education of their offspring. I hesitate to say it’s easy, but in the financial planning world, it’s what we do. What I learned this fall when the eldest of our offspring sprung off to college for the first time: planning for college and actually […]
How do you pick your team?
By: Andrea Bulen As most of you probably did, my family watched the Super Bowl this year. The event itself provided for a nice topic of discussion in our household for the two weeks leading up to the game. Of course we all picked our winner. Some of us put a bit more thought into […]
