Certifications: CFP®, CRC®
Insights
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Credit Card Benefits
Credit cards can come with significant benefits, many of which are commonly overlooked. As significant value can be derived from credit card benefits, it’s important to understand the benefits both of currently owned credit cards and potential new and better credit cards. Having the best credit card for personal use and taking advantage of everything…
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Navigating the Death of a Loved One
The death of a loved one can be devastating and emotionally overwhelming. Over the coming weeks and months, you will be faced with unfamiliar but important decisions. Employ the help of loved ones and trusted advisors to assist with these responsibilities. Please remember that many people, such as family, friends, and professional and spiritual advisors,…
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I’m a 57-year-old nurse with no retirement savings and I want to retire within seven years. What can I do?
I am 57. I have saved nothing. It always seemed like there would be time but…here I am. I’m a Registered Nurse and make $80,000 a year. I’m thinking I could work the next 10 years and save half my salary — five more years full time and two more years part time, at which…
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What You Need to Know About Medicare: Medicare Appeals
Ideally, Medicare will always pay what it is supposed to when it is supposed to, but this is the real world and unfortunately Medicare doesn’t always work the way it is supposed to. When Medicare doesn’t work the way it should, you can file an appeal. Medicare Advantage Appeals While filing an appeal with Medicare…
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What You Need to Know About Medicare: PACE Coverage
The PACE program was created to provide an alternative for those who prefer not to move into a nursing home but whose medical problems make it impossible to stay at home without medical help. PACE is provided by a not-for-profit or public entity for those who are frail enough to meet their state’s standards for…
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