So here we are again. In a year that has been anything but normal, Medicare Open enrollment period is upon us. Starting Oct. 15th and ending Dec. 7th if you are on a Medicare Advantage…
Navigating Christian Money Management In The Aftermath Of COVID-19
Finances can be a difficult concern for Christians to navigate, especially when there are countless avenues to take. Wealth is a resource provided by God, to be used for His…
Professional Management of Special Needs Trusts Eases Burdens
Being a parent, or a primary caregiver is a difficult yet rewarding job. When you are a parent or grandparent of a child with special needs, your job is wonderful and…
The Benefits Of A Special Needs Trust
Imagine that your loved one, or you, is living with a physical, mental or intellectual disability. You discover that your assets you have worked so hard to accumulate, an inheritance, or…
Planning for When You Cannot Perform
Caregivers are facing unprecedented challenges during this pandemic. As the holidays approach, staying centered can be a struggle, particularly when family dynamics can be strenuous. Caregiver health should be approached with…
Don’t Let Budgeting Myths Sabotage Your Finances
Dear Dave, I made a resolution to start following your plan in 2021. I talked to my parents about this, and while they like some parts of your teaching, they…
Ask the Expert March 2021: Structured Settlement Annuity & Special Needs Trusts
Q: I am about to receive a financial settlement from a lawsuit. Due to the injury, I am now not able to work. I have heard about annuities and special needs trusts. I…
How to Save Money on Utility Bills While Working and Learning from Home
As the COVID-19 pandemic continues, many of us have been adapting to the “new normal” of working from home — and for children, schooling from home. Luckily, staying home can…
The “Costs” of Long Term Extended Care
What is the number one insurance policy you will use if you have it at the right time? Give up? Life insurance. Hate to break this to you but there is a…
Kids and Teenagers: Tips to Clean Your Room And Make Your Parents Proud!
If you’re a kid or teen reading this, thanks for studying the art of cleaning your room! Knowing how to clean your room the right way will save you time…