Blog

Don’t Let Short Term Events Change Your Investment Goals

By Paula Miles | November 6, 2020

With every change in the world, there always seems to be the temptation to make an impulsive financial decision, especially when it comes to investing. This year especially was difficult for investors who made such decisions when the coronavirus hit hard and upended the stock market bringing a lot of panic selling with it. Events…

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Tap Your 401(k)? Get Back On Track!

By Paula Miles | November 6, 2020

While tapping into your 401(k) is not the first choice that you should make, it is sometimes unavoidable. During the most recent economic crisis, you may have needed to withdraw from your retirement funding in order to make ends meet or cover certain types of expenses. The good news is that you can recover from…

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Avoid Covid-19 Medicare Scams

By Paula Miles | October 16, 2020

Older Americans on Medicare have become the focus of criminals. According to government officials, they are now utilizing various fraud schemes associated with the coronavirus pandemic. The common goal of these criminals is to get an older person’s money or Medicare number. In recent months, the Department of Health and Human Services Office of Inspector…

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Planning For Retirement In The “New Normal”?

By Paula Miles | October 16, 2020

The world of COVID-19 is, at least for the foreseeable future, the new normal of society. That means that there’s no time to slow down on retirement investing, as those same deadlines are coming up as quickly as ever. Below are some of the most important things to keep in mind during this unusual era.…

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2021: Social Security To Spend More Than It Collects

By Paula Miles | September 30, 2020

The time is finally here. It’s when the chickens come home to roost. In most of the financial blogs of late concerning Social Security, it’s been nothing but doom and gloom. Everyone is scared the trust fund will run out of money, and suddenly, Social Security will go away. We’ve been reading about this for…

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Medicare “Must Knows”

By Paula Miles | September 30, 2020

Except in some rare cases, we all need to have a plan for our retirement years. Each person has individual financial goals along with their personal savings situation. Hopefully, you have a personal financial advisor to help manage the savings you have accumulated. However, your healthcare is a “wildcard” during your retirement years, and you…

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It Could Be Called “Love” Insurance

By Paula Miles | September 17, 2020

Life insurance can be called “love “insurance because we use it to protect the ones we hold dear. It’s the true definition of love for your family that can be the key to ensuring their future financial security.  What is life insurance? When trying to piece together on the importance of life insurance, you will…

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A Stimulus Check & Your Social Security Benefits Tax

By Paula Miles | September 17, 2020

This year has been quite an adventure for people who need to file and pay taxes. COVID-19’s impact on the economy led to the delaying of the income tax filing date as well as the passing of the CARES Act, or what’s otherwise known as the COVID-19 Stimulus. If you met the eligibility requirements set…

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2020 May Be A Good Time For A ROTH

By Paula Miles | August 20, 2020

Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting almost every individual in its path. With that said, certain events have made 2020 the year to strongly consider converting any eligible investment accounts into…

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Summer Home Security Tips

By Paula Miles | August 20, 2020

Your home is your pride and joy and you should always feel safe and secure when you are in it.Summer is upon us and the warmer temperatures mean we are spending a lot more time outside, enjoying our grounds. Employ these simple tips to make safety a priority on your property. They will make it…

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