Your Turn
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Regardless of how COVID plays out, now is the time to start thinking about long-term planning. We are here to help.
January 27, 2021 -
Inauguration Day is the perfect time to ask yourself where you will be 4 years from now. Looking for advice? Usually a good idea, provided you ask the right person.
January 20, 2021 -
Lots of lessons can be learned from last year that can help you make better decisions for your financial outlook in 2021 and beyond.
January 13, 2021 -
Especially considering the year we just snuck out of, now is a better time than ever to take some time to sit down and think about your long term plans.
January 06, 2021 -
If you are even THINKING about retiring next year, you’ve got some homework to do.
December 30, 2020 -
With a year full of unprecedented change for the workforce in the private and public sector, next year could bring in a wave of both retirements and new opportunities.
December 16, 2020 -
One of the best things about being a current or retired fed is the Federal Employee Health Benefits Program. And you can maximize the benefit by putting a little work to see what works best for you.
December 02, 2020 -
Long Term Care insurance isn't not a fun subject, but one that could save your family lots of grief and money in the future. One of those subjects where the only thing worse than thinking about it is NOT thinking about it!
November 25, 2020 -
Walton Francis on what you should be looking for, and what to avoid, while navigating the open season. It could mean a lot. Take the advice and then do some shopping.
November 18, 2020 -
Do a little bit of shopping this year. It can give you great peace of mind if you know you’ve done the best you can before you get hit with a worst case scenario.
November 11, 2020 -
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. This year has been one for the the books.
November 04, 2020 -
If you knew for sure whether President Trump or former Vice President Joe Biden would be elected -- how would that knowledge change your investment strategy?
October 28, 2020 -
Whether you are going out this year, next summer or departure day is years away, plan ahead. Starting yesterday. But beginning now is better than nothing. A lot better.
October 21, 2020 -
News that they will be getting a 1.3% cost of living adjustment in January 2021 is getting a mixed reception from federal, military and Social Security retirees.
October 14, 2020 -
Most people know they are worth more dead than alive. But many — including those who survive them — don’t know how much more.
September 30, 2020