Facts About Medicare Open Enrollment

November 27, 2020By Phil Clark, CPWA®,CFP®

How much do you know about the different coverage options? Presented by Philip Clark, CFP®, November 2020 Medicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1 When you are enrolled in Medicare, … Read More

Financial Steps to Take Before a Divorce

May 1, 2020By Bethany W

Wise moves to make before things are finalized. Provided by Philip Clark, CFP® Before your divorce goes through, it would be wise to check up on financial matters. It would be better to assess the state of your financial life before the split rather than after. Find out where you stand financially. Beyond your salary … Read More

Keep Your Life Insurance When You Retire

August 16, 2019By Bethany W

Some good reasons to retain it. Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you are thinking about dropping your coverage for either or both of those … Read More

Smart Financial & Insurance Moves for New Parents

June 13, 2019By Bethany W

Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary. Think about a budget. As a couple, you may have lived for years without budgeting. … Read More