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October
05

Provided by: John Jespersen

Caring for a Parent – Proactive Planning: Ten Wise Considerations

Most of us have heard about the Sandwich Generation: those who are caring for children and parents at the same time. Longevity has made it increasingly possible that at some point in life you will be involved in the planning or direct care of a parent – if you have not or are not caring…

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September
19

Provided by: Vince Pastorino

Medicare Open Enrollment for 2018

By Insure.com – Last updated: July 11, 2017 Open enrollment for Medicare runs from Oct. 15, 2017 to Dec. 7, 2017 for plans starting Jan. 1, 2018. While the future of the private health insurance market continues to be uncertain, Medicare open enrollment is running like it has for years. As a Medicare beneficiary, you have…

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August
16

Provided by: Jon McGraw

What’s Happening in Your Real Estate Market

Eight years ago nothing was happening in the real estate market.  Buyers were hunkered down, sellers couldn’t sell and foreclosures were everywhere.  Today, we continue to see the exact opposite.  Listings are receiving multiple offers in a matter of days and many properties are selling over asking price. If you are interested in what is…

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August
08

Provided by: Kyle Hogan

Money Talks: Try These 5 Tips to Help Your Kids Save

By Joann Alumbaugh, Editor, Farm Journal’s Pork  August 4, 2017   How many of us have said to ourselves, “I wish I knew then what I know now”? The question might refer to any number of topics, but more than likely, one of them is likely money management. Andy Jacobitz, first vice president at RBC…

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August
01

Provided by: Mitchell Smith

10 Things You Need to Know About Health Savings Accounts

By Kimberly Lankford, Contributing Editor July 19, 2017 If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA. You’ll get a tax break for your contributions, then you can build up a tax-free stash of money to help pay…

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July
31

Provided by: Your Family CFO Team

There was some good news and some bad news last week…

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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July
26

Provided by: Frank Drinkwine

Rental Car Insurance: Do You Need It?

It’s a standard question at a rental car company counter: “Do you need rental car insurance?” The answer can be muddy, which is why preparation is key. Here’s how to sort out the specifics. Step 1: Talk to your State Farm agent Most vehicle insurance policies already include some sort of rental car insurance coverage—so…

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July
19

Christmas in July: Why You Should Plan Your Holiday [Small Business] Marketing Now

By Rieva Lesonsky, Guest Blogger July 6, 2017 Put down the leftover hotdogs, sparklers, and souvenir American flags. Yes, summer has barely started—but if you’re a small business owner whose profitability depends on the holiday shopping season, it’s time to start planning your marketing strategy now. Here are three reasons you should start thinking about holiday…

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July
12

Provided by: Vince Pastorino

Buying an Annuity for Retirement Makes Sense — Sometimes

Funding a tax-deferred retirement account or plan with another tax-deferred vehicle can be the right choice in some cases, but investors need to understand what they are getting and what they are paying in order to make an informed decision. By: Mark Cussen Feb 4, 2017 at 4:06PM The use of annuities inside a qualified…

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March
17

Provided by: Your Family CFO Team

Are you nearing 65 and would like some help with Medicare decisions?

Buttonwood Financial Group℠ has a relationship with a certified Medicare Benefits Counselor, who assists with claims and enrollments into Medicare Part D & Advantage Plans.  Annual enrollment period starts in mid-October and ends in early-December, but you can meet before the enrollment period to review your personal situation.  Another benefit they provide is assisting individuals…

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