You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
The Value of an Objective Opinion By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Have you ever lost sleep over your finances? If so, you aren’t alone. With market…
Checklist Challenge If something’s worth doing, it’s worth doing right. We believe there’s a particular time of life this phrase couldn’t be more appropriate – retirement! But how can you…
7 Things Medicare Doesn't Cover MEDICARE PART A AND PART B LEAVE SOME PRETTY SIGNIFICANT GAPS IN YOUR HEALTHCARE COVERAGE. HERE’S A CLOSER LOOK AT WHAT ISN’T COVERED BY MEDICARE.…
Are You Planning Ahead for Long-Term Care? Contributed by June Duncan, riseupforcaregivers.org Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some…