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Is the Cost of Your Medical Procedure Covered?
Medical expenses are notorious for blowing the family budget, but with some homework before a planned medical procedure, you might be able to limit the…
Do You Need to Keep Investment Statements?
As an investor, you’re receiving monthly investment account statements, as well as annual statements and tax documents. Whether they arrive on paper or digitally, they…
Want or need? What’s on your bill?
Do you keep close track of your small recurring monthly charges? You likely know how much you spend on big monthly expenses (e.g., housing, insurance,…
Safe Deposit Boxes – A World of Their Own
Did you know that your Power of Attorney (POA) document does not automatically give your agent(s) access to your safe deposit box? Safe Deposit Box…
Do You Know Where All Your Assets Are?
Have you checked your state’s unclaimed funds website recently? You never know which of your assets may have slipped through the cracks and been “escheated”…
How the Cost of Medicare Impacts Social Security Payments
Have you seen monthly Social Security payments go down from one year to the next? It may be because the cost of Medicare insurance coverage…
Representative Payees for Social Security
Did you know that the Social Security Administration (SSA) does not recognize a person’s Power of Attorney document? If a recipient of Social Security needs…
How Many Bank Accounts Are Too Many?
It’s not just the number of accounts… it’s the titles. Regardless of your stage of financial life, building financial literacy creates a better understanding of…
