Resources and Information

We invite you to browse our library of articles.

Major Changes Could be On the Way for Medicare
December 9, 2019

As you plan for retirement, have you thought about your healthcare expenses? We often find that pre-retirees simply assume that Medicare will kick in at age 65, and cover all necessary medical care. Unfortunately, that isn’t quite true. While we are all eligible for Medicare at 65, assuming we paid…

Read More

How to Plan for Retirement Without an Employer-Sponsored Savings Account
December 2, 2019

Whether you love your career or are counting down the days until you gain your freedom, almost everyone will retire someday. Since it’s inevitable, and sometimes even unpredictable, we should all plan for the day our careers come to a conclusion. But if you’re self employed, or otherwise don’t have…

Read More

6 Things to Remember When Planning for Retirement
November 18, 2019

Planning for retirement can be a confusing process, so it can be easy to forget a few things. Make sure to stay on top of these six issues as you plan, and reassess them again as you move into retirement. Forgetting to save enough. Some people aren’t sure how much…

Read More

7 Signs That You’re Overextending Your Credit
November 12, 2019

Many people have a mortgage, and often a car payment as well. On top of that, using credit cards for certain purchases is sometimes necessary or even a smart idea. Borrowing isn’t always a bad idea. But some people do overextend their credit, and can cause damage to their long…

Read More

Have questions? Need assistance?

Use the form below to contact us or request an appointment.

    Call (954) 598-0752 or email