Building Blocks of Medicare

Medicare can feel extremely confusing. Between the different plan and parts, it can feel as though there is no right decision. This is partly due to the fact that you’re planning for unknown health developments. With this complexity in mind, it’s important to know all...

Why a Financial Plan May Make Your Richer

  “Failing to plan is planning to fail,” said a wise Benjamin Franklin.   Plans help us complete tasks that move us closer to reaching our goals and achieve success. Many people have career plans, travel plans and plans in place in cases of emergency or...

What Stock Should I Buy?

“What stock should I buy?” That’s the single worst question you can ask a financial advisor. It’s also one of the most common questions we hear. This question essentially asks for a solution before even describing the problem. And while the solution is always the...

The Importance of Tax Diversification

BIT (Blog in Tweet): Utilize different tax vehicles to plan for tax variability in future years. “Diversification is the only free lunch in finance,” said Harry Markowitz, a Nobel Prize winner for his work in modern portfolio theory, but readers may be more familiar...