Certifications: CFP®, CRC®
Insights
-
What You Need to Know About Medicare: General Medicare Overview
Unforeseen healthcare costs can be most disruptive to an individual’s financial and retirement plans. But with appropriate forethought, you can reduce the risk of the financial devastation that a large healthcare bill can cause. This article discusses the steps you should take to compare Medicare plans and some of the basic plan details with which…
-
Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop
When’s the last time you went to the mall to make a purchase?
-
The Family Information Organizer
“There is in the act of preparing, the moment you start caring.” —Winston Churchill A longtime friend named Dana called me one day because she needed help. Her father had just passed away and she didn’t know what to do. Although I’ve helped clients’ children through similar situations many times, something occurred to me as…
-
Employee Benefits: Quality of Life
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Quality of Life Time-off/Sabbatical Policy Time off for sabbaticals may be paid or unpaid depending on the employer, the duration of service,…
-
Employee Benefits: Highly Compensated Employees and Executive Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Highly Compensated Employees and Executive Benefits Deferred Compensation Plans Deferred compensation is a written agreement between an employer and employee in which…
Events
No Events Found