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Protect Retirement Savings Against Long Term Care Needs 


By Paula Miles | October 15, 2019

Unfortunately, it’s a very real possibility that you or someone you love may need long term care at some point. Your retirement savings may have to go toward that care, but you will want to ensure that this money is protected. A good way to keep your retirement savings secure could be a long term…

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Medicare Open Enrollment

By Paula Miles | October 7, 2019

It’s that time of year again for Medicare’s Open Enrollment!  Are you ready?  If you are new to Medicare then it’s important to know that Open Enrollment occurring in the Fall is only designated for changes to be made to current coverage.  These changes include: • Changing from regular Medicare coverage to Medicare Advantage regardless…

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What To Do When You Inherit Your Parents’ House

By Paula Miles | October 1, 2019

The largest wealth transfer in the history of the world is currently in process. It’s estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many of them will pass of the scene within the next few years. Much of this wealth will be tied up…

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Should You Delay Retirement?

By Paula Miles | September 22, 2019

Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you’re one of those people who want to retire, the question arises of when a good time to retire might be. Some people will be fine retiring next week while some should…

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Modern Day Scams To Avoid

By Paula Miles | September 16, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals, however, are increasingly devious. They know that many people are onto their efforts, so they can go to great lengths to trick consumers like you…

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Are You Prepared For Medicare Open Enrollment?

By Paula Miles | September 7, 2019

Are You Prepared For Medicare Open Enrollment?  If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October 15th to December 7th of this year. Existing…

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Life Insurance, It’s Not For You!

By Paula Miles | September 3, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid.  Life insurance can conjure up dark images.  Many people are jarred into realizing the importance of buying life insurance after a close friend or family member has passed away or even after hearing a…

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Recession and Retirement 


By Paula Miles | August 27, 2019

There has been a lot of chatter recently by economists and news outlets using the word “recession”.  Understanding that it could happen and understanding how to handle it are different matters.   If you are one of those nearing retirement or in retirement that has no strategy, you may be right to worry.  Planning for…

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Grandparents Raising Grandchildren

By Paula Miles | August 17, 2019

Raising children is something often done by parents in the prime of their life, typically between the ages of 20 and 50. By the time retirement comes around, most of the children are off on their own, leaving the parents to finally take a well-deserved rest. Aside from occasional contact with their young grandchildren, grandparents…

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How To Handle Market Volatility

By Paula Miles | August 11, 2019

Looking back at the past few weeks, the market has made some investors nervous.  Market volatility can lead to some serious stress but what are the best ways to respond to this uneasy feeling?  When dealing with market volatility, it’s important to keep several things in mind to avoid making major mistakes. Have a Plan…

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