Tax Time is Coming, Be Prepared.
Some people love the Olympics and count the number of years until they will get to once again cheer on team USA. As a self-professed political junkie I sit in anticipation for a different type of sport that occurs every four years. I of course am speaking of the Presidential [...]
On Medicare Plans, Do Your Homework
Last Wednesday I discussed the Medicare Advantage programs and today we finish with the Part B Supplemental (or Medigap) coverage. By the way, Open Enrollment began yesterday and you have until December 7 to apply for a change of plan. If you have not, I suggest you set up your [...]
Know Your Medicare Options
I love October in the Midwest. In my opinion, it has the best weather of the entire year. The air is drier and the evenings are great for sweaters or sweatshirts. After some hard frosts, our allergies may be less intense. We experienced Americans, 65 and older, also have another [...]
Pay of Your Mortgage? Lots of Variables
Should I pay-off my mortgage is a common question we receive. There isn’t a one-size fits all answer, as each case has unique variables to think about. You can find people who will recommend both for and against paying off the remainder of your mortgage. It’s not always a case [...]
Over Time The Tide Does Shift
One of the most interesting aspects of investing comes from the continuously changing tides between types of investments over time. For years now, the largest growth companies like FAANG (FaceBook, Apple, Amazon, Netflix, and Google) have been dragging along the rest of the companies among the largest 500 in the [...]
Lower Taxes Can Attract Job Seekers, Including NFL Players.
After our big win this past Sunday, Chiefs mania has clearly taken over the city. One last minute addition who I think could end up playing a huge role in us bringing home the Vince Lombardi trophy this year is LeSean McCoy. After being released from the Buffalo Bills last [...]
Why Make a Financial Plan?
Yesterday it appeared that Hurricane Dorian was weakening somewhat and its probable path this week would spare our Atlantic coast from the worst possible destruction. As it slides slowly northward, the damage may come from storm surges and torrential rain. I have watched some coverage of the preparations. Even Floridians [...]
Want to add weight to your wallet? Eat out less.
If you asked 100 people that struggle to balance their monthly budgets where they spend too much money I would guess the number one answer they would give would be eating out. Too often there just don’t seem to be enough hours in the day to plan meals, go grocery [...]
Who Needs a Financial Advisor?
At no time in history have we had so much ability to learn whatever we want to know about almost anything. It can cost little cost but the time it takes to acquire it in usable form, assuming you have a computer and internet. In personal finance, this is perhaps [...]
August and the Stock Market
At Rotary Club of Independence on Tuesday, we heard Randolph G. Russell, a musician and businessman by past vocations. Now he is a historian and author by choice. He travels and encourages Americans to take up the cause of protecting our cultural heritage by promoting knowledge of our history to [...]