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 »
By Nick Shea, MBA As you move down your retirement checklist, do you get caught up on healthcare? Enrolling in the right healthcare coverage is an incredibly important decision that can often feel overwhelming. Not only do you want to make sure you have coverage for your medical needs (both known and unknown), but you… Read More »
By Nick Shea, MBA Whether you’re a Realtor, property owner, house flipper, or landlord—buying, selling, and renting real estate is often a lucrative industry. While there is great income potential in real estate, there is risk and a learning curve to achieving success. You’ve taken on real estate as a career or chosen it for… Read More »
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 »
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 »
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 »
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 »
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 »
