Child ID Theft: 8 Steps to Keep Your Kid Safe
You are not the only one who needs to be on guard about their personal data safety. Minor children are 50 times more likely than adults to suffer ID theft. Here’s what parents need to know. The latest target of identity thieves is not you, but rather your children. With little to no financial history, […]
Pre-Medicare Planning: 6 Caveats
Unlike Social Security, which people tend to think about many years before claiming, Medicare is almost an afterthought. As long as people are working and covered by an employer plan, they don’t think very much about how their health insurance might change upon turning 65 or leaving employment. This leaves them open to all kinds […]
Last Will & Testament: Add a Letter Covering These 14 Wishes
Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time. Having a proper will goes a long way to prevent […]
5 Questions to Ask Yourself 5 Years Before You Retire
Planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events. The first step in any retirement income plan is to envision your retirement and make some decisions about how you will live. This, in turn, […]
Will the Market Be Positive in 2026?
Will the Market Be Positive in 2026? At the start of every year, the same question comes up: Will the market be positive this year? It’s a fair question. Markets have experienced strong runs recently, interest rates are shifting, and economic headlines are constant. Naturally, people want to know what’s next. The honest answer? No […]