Do you need long-term care insurance? By: Stacey Nickens Historically, individuals didn't need to plan for their care in old age. Most people stayed and lived within the communities that they were born into, and younger family members were expected to care for aging relatives. However, industrialization and the centralization of jobs in cities [...]
Elm3's Guide to Selecting Life Insurance By: Stacey Nickens Your life is invaluable. No one can put a price tag on the value you add to this world. You also may not want to consider the possibility that you or someone you love will die before their time. For all these reasons, it may [...]
The holidays can be both busy and expensive. With that in mind, it can be helpful to get your finances in order before you get wrapped up in gift buying and pie making. Use the next few weeks to lower your tax bill, save for retirement, and plan for your future health needs. 1. [...]
4 Key Steps to Reviewing Your Company's Insurance Options By: Stacey Nickens How much money can you save in an hour? If you spend an hour cooking instead of going out to eat, you could save $100 or more. Spending an hour on the treadmill could save you on health costs down the line. [...]
6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and [...]
Q & A: Should I keep my life insurance during retirement? By: Stacey Nickens September is National Life Insurance Awareness Month. You might wonder if you should keep your life insurance policy in retirement. Your kids are likely out of the house, and you may no longer feel the need to insulate against the loss [...]
June is a fantastic time for a financial tune-up. You can take time to review your priorities, saving strategies, and tax withholdings before we head into fall. Doing so can help put your mind at ease and prepare financially for the fall season.
A special healthcare enrollment period will open from March 15 to April 30 for uninsured tax payers facing a penalty when filing their 2014 return. While these tax payers will still have to pay the "shared responsibility payment" for the 2014 tax year, they will have the opportunity to avoid the fine for the 2015 [...]
As you might have read about in January’s mailing, some of you may be receiving a new form 1095 that summarizes which individuals in your household are covered and the months during which they were covered. These forms will be important for filing your tax return this year, so make sure to include them when [...]
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