What You Need to Know to Get Started with Medicare

By Nick Shea, MBA An oft-overlooked yet headache-inducing retirement transition task is planning for healthcare coverage and thus navigating the Medicare system. Medicare offers a variety of enrollment options, which gives you the flexibility to choose components of the plan that you need. Unfortunately, all those choices can also be confusing to understand. The enrollment… Read More »

Whom Do We Serve

By Nick Shea, MBA I recently learned that blind spots are a real thing. At a routine appointment with my optician, my doctor said some alarming words: “Now I’m going to test you for your blind spot.” Panicking, I said, “I’m not going blind!” She patiently explained to me that everyone has a blind spot… Read More »

Benefits Of Financial Planning And A Sample Financial Plan

By Kim Segal, CFP® Most (if not all) of us have dreams and goals. It might be owning a vacation home or helping your kids out with college. Maybe it’s investing in a hobby or having the time to spend with grandchildren. The dreams aren’t usually the problem; the impasse happens because people often don’t know… Read More »

What’s Your Long-Term Care Plan?

By Nick Shea, MBA It’s no secret that Americans are living longer and longer. A longer life expectancy brings more years with loved ones, however, it also increases the chances of needing long-term care. In fact, 70% of Americans will need some form of long-term care during their lifetime. But most people never plan for… Read More »

What Women Need To Know About Financial Planning And Divorce

By Kim Segal, CFP® Divorce is not easy for anyone, but women are particularly vulnerable to financial hardship after a divorce. The reasons why divorce affects women differently abound, but financially, women are typically in a different position than their spouses. Women typically make less than their male counterparts for starters, meaning they stand to… Read More »

Why I Became A Financial Advisor

By Kim Segal, CFP® People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific arena, or even income possibilities. But for me, it was all about helping others. I wanted a career that would allow me to add value to people’s lives and… Read More »