solving the coronavirus problem

March 19, 2020

Presented by Kevin M. Curley, II, CFP® It goes without saying that the coronavirus pandemic is a serious problem, on many levels. But is it a solvable one? One way to find some answers is to look at the actual data. Let’s start with Read More...
Cost of Healthcare in Retirement With a Red Question Mark on a Pile of Question Marks

September 17, 2018

By Kris Maksimovich, AIF®, CRPC®: Many people are concerned about how the cost of healthcare in retirement will affect their ability to keep the Read More...
Aging and Mental Health including Dementia and Alzheimer's With Image of Road Across a Maze

July 24, 2018

By Kris Maksimovich, AIF®, CRPC®: Having a discussion about aging, mental health and cognitive impairment issues can be an uncomfortable topic. Yet Read More...
Health Savings Accounts

June 18, 2018

Presented by Kris Maksimovich: Thanks to their flexibility and tax benefits, health savings accounts (HSAs) are emerging as a popular savings method Read More...
Enrolling in Medicare Doctor Using Laptop

October 13, 2017

Presented by Kris Maksimovich  The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of Read More...
Healthcare Needs in Retirement Doctor's Clipboard, Shot and Pills

August 29, 2017

Presented by Kris Maksimovich Maybe you and your family have already attempted to have “the conversation.” You know the one: the discussion about Read More...