Blog
What Saying “Thank You” Does to Us
As we approach the holiday season, when families and friends gather together for delicious food and good company, I am again pondering this theme of thankfulness. Every year, there seems to be as many challenges as there are highlights, and my outlook on life often...
Interesting Facts about Medicare
Did you know that Theodore Roosevelt was the first President to propose a national health insurance plan? Later, President Franklin Roosevelt, his distant cousin, presented a national health insurance plan in an effort to respond to the human needs resulting from the...
Financial Aid Tips & Strategies
The 2022-2023 academic year is quickly approaching. Do you have the legal documents in place to help support your child? This blog is a collection of important tips from Frontier Wealth Management on which documents to have and why. Below are the top three documents...
College Savings Guide
Taking steps now to save for you or your child’s education is one of the wisest financial decisions you can make to help support a bright future. This blog covers important information from Capital Group – American Funds about college savings accounts and strategies...
Financial Knowledge
Do you have someone in your household who traditionally “takes care” of the bills, or is “in charge” of your finances? When meeting with potential clients, all else being equal, I will hear that there is one person who is the “go to” for all things financial....
Tips to Manage Your Finances During Market Volatility
When the market experiences more fluctuations than we’d like, there are steps you can take to keep your finances secure. In this blog, we gathered important tips you can apply to maintain financial health from Prudential and Nationwide.
Things to Think about in the New Year
We’ve done it again! We’re saying good-bye to the “Old Year” and welcoming in the “New Year”. This year to celebrate, instead of making New Year’s Resolutions (which rarely last past January 3rd) I’ve prepared my: List of Things to think about in the New Year: Is...
THANKFUL IS A FEELING, GRATEFUL IS AN ACTION.
Anyone who knows me well knows how much I love words; how they sound, what they mean, how they look on the page. To me, November brings to mind the words “Thankful” and “Grateful”. The Oxford Dictionary defines “thankful” as “pleased and relieved”; it defines...
MEDICARE Plans – Unique features
It would be easier if all Medicare Plans were exactly the same. The core of which, i.e., Original Medicare is the same. The differences come in the Medicare Advantage Plans that have become increasingly popular over the last 18 years. The origins of Medicare Advantage...